+489.9%
GEV vs DOCU
+34.9%
+455.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -2.0% | -5.5% | -7.4% |
| 7D | -13.2% | -3.2% | -10.0% | -13.1% |
| 30D | -25.1% | +15.7% | -40.8% | -26.0% |
| 3M | -24.3% | +37.3% | -61.5% | -26.6% |
| 6M | -29.6% | +63.1% | -92.7% | -33.7% |
| YTD | +18.2% | +15.4% | +2.8% | +19.2% |
| 1Y | +38.0% | +11.3% | +26.7% | +40.2% |
| All | +489.9% | +34.9% | +455.0% | +443.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling