+395.9%
GE vs DOCU
+104.2%
+291.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +2.9% |
| 7D | +7.1% | -5.5% | +12.7% | +7.7% |
| 30D | +6.5% | +12.6% | -6.2% | +5.0% |
| 3M | -13.6% | +36.4% | -50.0% | -16.7% |
| 6M | +6.0% | +66.8% | -60.8% | -0.6% |
| YTD | +5.4% | +13.5% | -8.1% | +2.7% |
| 1Y | +6.5% | +11.3% | -4.8% | +4.0% |
| 3Y | +268.6% | +92.1% | +176.5% | +232.0% |
| 5Y | +389.0% | -71.0% | +460.0% | +390.1% |
| All | +395.9% | +104.2% | +291.7% | +307.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling