+198.9%
GILD vs DOCU
-69.6%
+268.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +0.7% | +4.1% | -3.3% | +0.5% |
| 30D | +9.5% | +7.4% | +2.1% | +9.1% |
| 3M | +22.4% | +26.0% | -3.7% | +20.9% |
| 6M | +27.9% | +79.2% | -51.3% | +24.1% |
| YTD | +39.4% | +18.1% | +21.3% | +37.9% |
| 1Y | +37.6% | +20.5% | +17.0% | +35.8% |
| 3Y | +146.6% | +96.4% | +50.2% | +134.7% |
| All | +198.9% | -69.6% | +268.5% | +191.1% |
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