+124.5%
GLD vs DOCU
+24.7%
+99.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.1% | -1.8% |
| 7D | +0.7% | +0.7% | +0.1% | +0.8% |
| 30D | +0.3% | +8.0% | -7.7% | +0.4% |
| 3M | +0.6% | +41.0% | -40.4% | +1.0% |
| 6M | -15.6% | +33.7% | -49.2% | -15.2% |
| YTD | +0.9% | -4.9% | +5.7% | +1.5% |
| 1Y | +19.4% | -20.4% | +39.8% | +20.2% |
| 3Y | +124.5% | +29.6% | +94.8% | +122.2% |
| All | +124.5% | +24.7% | +99.7% | +122.2% |
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 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