+58.2%
GH vs DOCU
+15.6%
+42.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -0.8% |
| 7D | -8.2% | -0.4% | -7.8% | -8.1% |
| 30D | -4.9% | +12.9% | -17.9% | -6.6% |
| 3M | -6.2% | +35.1% | -41.3% | -10.2% |
| 6M | +60.0% | +76.2% | -16.1% | +43.8% |
| YTD | +51.5% | +17.2% | +34.4% | +42.6% |
| All | +58.2% | +15.6% | +42.6% | +49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling