+40.6%
GEV vs DOCU
+15.8%
+24.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.2% | -1.8% | +2.4% |
| 7D | -3.0% | -0.4% | -2.5% | -3.1% |
| 30D | -18.9% | +12.9% | -31.8% | -15.8% |
| 3M | -20.1% | +35.1% | -55.1% | -12.5% |
| 6M | -24.6% | +76.2% | -100.8% | -10.2% |
| YTD | +24.0% | +17.2% | +6.8% | +38.6% |
| 1Y | +40.6% | +16.4% | +24.2% | +56.9% |
| All | +40.6% | +15.8% | +24.9% | +56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling