+219.3%
GLDM vs DOCU
+45.1%
+174.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | -0.3% | -3.7% | +3.4% | -0.3% |
| 30D | -1.9% | +15.0% | -16.8% | -1.9% |
| 3M | -0.4% | +39.9% | -40.3% | -0.5% |
| 6M | -10.1% | +66.2% | -76.2% | -10.3% |
| YTD | -5.8% | +17.7% | -23.5% | -5.8% |
| 1Y | +3.1% | +13.7% | -10.6% | +3.2% |
| 3Y | +103.4% | +95.9% | +7.5% | +102.0% |
| 5Y | +125.5% | -71.7% | +197.2% | +126.0% |
| All | +219.3% | +45.1% | +174.2% | +231.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling