+39.4%
GM vs DOCU
+11.6%
+27.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.6% |
| 7D | +12.1% | -3.7% | +15.8% | +12.1% |
| 30D | +15.2% | +15.0% | +0.3% | +14.7% |
| 3M | +4.9% | +39.9% | -35.0% | +4.2% |
| 6M | +22.6% | +66.2% | -43.5% | +22.3% |
| YTD | +14.4% | +17.7% | -3.3% | +18.5% |
| 1Y | +39.4% | +13.7% | +25.7% | +45.0% |
| All | +39.4% | +11.6% | +27.8% | +45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling