+401.3%
GH vs DOCU
+45.9%
+355.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.4% |
| 7D | -0.1% | +6.9% | -6.9% | -3.0% |
| 30D | -1.1% | +19.0% | -20.1% | -9.2% |
| 3M | +21.3% | +34.3% | -13.0% | +4.3% |
| 6M | +73.5% | +48.0% | +25.5% | +40.7% |
| YTD | +58.0% | 0.0% | +58.0% | +50.9% |
| 1Y | +163.1% | -10.3% | +173.3% | +160.9% |
| 3Y | +361.0% | +32.4% | +328.6% | +247.9% |
| 5Y | +22.5% | -77.9% | +100.5% | +75.4% |
| All | +401.3% | +45.9% | +355.4% | +152.2% |
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