+342.1%
GLW vs DOCU
-78.0%
+420.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.7% | +2.0% | +5.3% |
| 7D | +3.8% | +6.9% | -3.1% | +3.1% |
| 30D | -1.3% | +19.0% | -20.3% | -3.1% |
| 3M | -21.8% | +34.3% | -56.1% | -24.5% |
| 6M | +6.9% | +48.0% | -41.1% | +1.1% |
| YTD | +77.2% | 0.0% | +77.1% | +76.4% |
| 1Y | +123.2% | -10.3% | +133.5% | +125.2% |
| 3Y | +400.0% | +32.4% | +367.6% | +364.4% |
| All | +342.1% | -78.0% | +420.1% | +333.5% |
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 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