+280.4%
GE vs DOCU
+33.7%
+246.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.8% |
| 7D | -1.6% | +6.9% | -8.5% | -2.2% |
| 30D | -11.6% | +19.0% | -30.6% | -13.2% |
| 3M | +3.0% | +34.3% | -31.3% | -0.5% |
| 6M | -0.5% | +48.0% | -48.5% | -5.6% |
| YTD | +9.7% | 0.0% | +9.7% | +10.1% |
| 1Y | +20.0% | -10.3% | +30.3% | +21.9% |
| All | +280.4% | +33.7% | +246.7% | +228.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling