+22.1%
GH vs DOCU
-78.0%
+100.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.4% |
| 7D | -0.1% | +6.9% | -6.9% | -3.1% |
| 30D | -1.1% | +19.0% | -20.1% | -9.3% |
| 3M | +21.3% | +34.3% | -13.0% | +4.0% |
| 6M | +73.5% | +48.0% | +25.5% | +40.1% |
| YTD | +58.0% | 0.0% | +58.0% | +51.1% |
| 1Y | +163.1% | -10.3% | +173.3% | +161.4% |
| 3Y | +361.0% | +32.4% | +328.6% | +239.7% |
| All | +22.1% | -78.0% | +100.1% | +48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling