+514.9%
GEV vs DOCU
+38.0%
+476.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.6% | -1.9% |
| 7D | +3.7% | +4.1% | -0.3% | +3.5% |
| 30D | -14.7% | +7.4% | -22.0% | -15.2% |
| 3M | -23.4% | +26.0% | -49.4% | -25.1% |
| 6M | -24.3% | +79.2% | -103.5% | -29.7% |
| YTD | +23.2% | +18.1% | +5.1% | +24.1% |
| 1Y | +44.2% | +20.5% | +23.7% | +44.0% |
| All | +514.9% | +38.0% | +476.8% | +465.2% |
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