+380.9%
GH vs DOCU
+70.9%
+310.0%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.9% | +1.6% | -0.6% | +0.2% |
| 30D | -4.5% | +10.8% | -15.3% | -8.8% |
| 3M | -6.2% | +38.0% | -44.2% | -19.6% |
| 6M | +55.0% | +77.4% | -22.4% | +16.6% |
| YTD | +51.6% | +17.2% | +34.4% | +34.7% |
| 1Y | +58.3% | +15.6% | +42.7% | +41.0% |
| 3Y | +617.6% | +95.6% | +522.0% | +349.1% |
| 5Y | +49.2% | -69.7% | +118.9% | +86.7% |
| All | +380.9% | +70.9% | +310.0% | +125.1% |
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