+376.5%
GH vs DOCU
+68.3%
+308.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.0% | -7.0% | -8.1% |
| 7D | -17.2% | -3.2% | -14.0% | -16.0% |
| 30D | -10.1% | +15.7% | -25.8% | -15.8% |
| 3M | -6.0% | +37.3% | -43.3% | -19.1% |
| 6M | +71.4% | +63.1% | +8.3% | +33.5% |
| YTD | +50.2% | +15.4% | +34.8% | +34.4% |
| 1Y | +61.4% | +11.3% | +50.1% | +46.3% |
| 3Y | +435.2% | +92.1% | +343.1% | +237.4% |
| 5Y | +39.2% | -70.5% | +109.7% | +76.0% |
| All | +376.5% | +68.3% | +308.2% | +124.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling