+45.4%
GILD vs DOCU
+11.6%
+33.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.2% |
| 7D | +9.6% | -3.7% | +13.3% | +9.7% |
| 30D | +20.6% | +15.0% | +5.7% | +20.2% |
| 3M | +29.7% | +39.9% | -10.2% | +28.7% |
| 6M | +33.1% | +66.2% | -33.0% | +32.5% |
| YTD | +44.7% | +17.7% | +27.0% | +48.1% |
| 1Y | +45.4% | +13.7% | +31.7% | +49.5% |
| All | +45.4% | +11.6% | +33.8% | +49.5% |
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