+169.6%
GILD vs DOCU
+71.3%
+98.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.9% | +2.0% | -2.6% |
| 7D | -2.2% | +0.7% | -2.9% | -2.2% |
| 30D | +10.1% | +8.0% | +2.1% | +9.5% |
| 3M | +15.2% | +41.0% | -25.8% | +12.7% |
| 6M | +3.1% | +33.7% | -30.5% | +1.0% |
| YTD | +20.9% | -4.9% | +25.8% | +20.8% |
| 1Y | +29.8% | -20.4% | +50.2% | +31.0% |
| 3Y | +113.0% | +29.6% | +83.3% | +105.2% |
| 5Y | +144.9% | -76.9% | +221.7% | +155.5% |
| All | +169.6% | +71.3% | +98.3% | +104.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling