+43.9%
GEHC vs DOCU
+37.6%
+6.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.4% |
| 7D | +13.2% | -3.7% | +16.9% | +13.8% |
| 30D | +30.6% | +15.0% | +15.7% | +28.1% |
| 3M | +22.2% | +39.9% | -17.7% | +16.3% |
| 6M | +40.8% | +66.2% | -25.3% | +30.5% |
| YTD | +4.8% | +17.7% | -12.9% | +1.7% |
| 1Y | +15.7% | +13.7% | +2.0% | +12.7% |
| 3Y | +20.5% | +95.9% | -75.4% | +7.2% |
| All | +43.9% | +37.6% | +6.3% | +30.4% |
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