+412.3%
GLW vs DOCU
+104.4%
+308.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | -11.1% | -3.4% | -7.7% | -10.8% |
| 30D | -28.4% | +9.3% | -37.7% | -29.2% |
| 3M | -28.8% | +30.2% | -59.0% | -31.4% |
| 6M | -39.8% | +62.1% | -101.9% | -44.1% |
| YTD | +28.7% | +13.5% | +15.2% | +24.7% |
| 1Y | +27.7% | +11.5% | +16.2% | +24.0% |
| 3Y | +331.3% | +89.5% | +241.8% | +274.6% |
| 5Y | +233.4% | -69.6% | +303.1% | +250.8% |
| All | +412.3% | +104.4% | +308.0% | +249.0% |
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