+147.6%
GILD vs DOCU
-77.1%
+224.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.8% |
| 6M | +0.6% | +32.4% | -31.8% | -1.0% |
| YTD | +20.1% | -5.8% | +25.9% | +20.2% |
| 1Y | +29.1% | -19.2% | +48.3% | +30.0% |
| 3Y | +111.5% | +28.4% | +83.2% | +105.7% |
| 5Y | +147.6% | -77.1% | +224.7% | +143.2% |
| All | +147.6% | -77.1% | +224.7% | +143.2% |
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 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