+382.5%
GH vs DOCU
+65.6%
+316.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.1% |
| 7D | -11.2% | -3.4% | -7.9% | -9.8% |
| 30D | -7.2% | +9.3% | -16.5% | -10.9% |
| 3M | -7.1% | +30.2% | -37.3% | -18.3% |
| 6M | +62.3% | +62.1% | +0.2% | +27.0% |
| YTD | +52.1% | +13.5% | +38.6% | +37.1% |
| 1Y | +58.6% | +11.5% | +47.1% | +43.6% |
| 3Y | +619.9% | +89.5% | +530.4% | +356.8% |
| 5Y | +49.7% | -69.6% | +119.3% | +87.0% |
| All | +382.5% | +65.6% | +316.9% | +129.0% |
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 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