+108.7%
GILD vs DOCU
+28.4%
+80.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | -2.6% | -1.4% | -1.2% | -2.6% |
| 30D | +9.5% | +8.1% | +1.4% | +9.0% |
| 3M | +16.8% | +43.0% | -26.2% | +14.7% |
| 6M | +0.6% | +32.4% | -31.8% | -1.1% |
| YTD | +20.1% | -5.8% | +25.9% | +20.7% |
| 1Y | +29.1% | -19.2% | +48.3% | +30.9% |
| All | +108.7% | +28.4% | +80.3% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling