+382.9%
GE vs DOCU
+107.7%
+275.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -4.3% |
| 7D | +0.5% | -3.2% | +3.7% | +0.9% |
| 30D | +1.7% | +15.7% | -14.0% | +0.1% |
| 3M | -17.3% | +37.3% | -54.6% | -20.4% |
| 6M | +10.1% | +63.1% | -53.0% | +3.5% |
| YTD | +2.6% | +15.4% | -12.8% | -0.1% |
| 1Y | +3.7% | +11.3% | -7.6% | +1.3% |
| 3Y | +268.3% | +92.1% | +176.2% | +231.8% |
| 5Y | +376.2% | -70.5% | +446.7% | +376.4% |
| All | +382.9% | +107.7% | +275.2% | +296.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling