+368.5%
GH vs DOCU
+65.5%
+303.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.0% |
| 7D | -15.6% | -5.5% | -10.1% | -13.5% |
| 30D | -10.4% | +12.6% | -23.0% | -15.1% |
| 3M | -4.3% | +36.4% | -40.7% | -17.4% |
| 6M | +63.5% | +66.8% | -3.3% | +26.2% |
| YTD | +47.7% | +13.5% | +34.2% | +33.1% |
| 1Y | +56.7% | +11.3% | +45.4% | +42.0% |
| 3Y | +443.9% | +92.1% | +351.8% | +242.5% |
| 5Y | +36.9% | -71.0% | +107.9% | +74.3% |
| All | +368.5% | +65.5% | +303.1% | +122.4% |
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