+28.9%
GILD vs DOCU
-17.6%
+46.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.7% |
| 7D | -4.2% | -0.3% | -4.0% | -4.2% |
| 30D | +6.7% | +10.9% | -4.2% | +6.2% |
| 3M | +20.0% | +45.8% | -25.8% | +19.2% |
| 6M | -1.3% | +35.3% | -36.6% | -2.1% |
| YTD | +19.4% | -3.8% | +23.2% | +23.2% |
| 1Y | +28.9% | -16.5% | +45.4% | +35.2% |
| All | +28.9% | -17.6% | +46.5% | +35.2% |
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