+52.3%
GM vs DOCU
-9.0%
+61.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.5% |
| 7D | +1.7% | +6.9% | -5.2% | +1.5% |
| 30D | -1.6% | +19.0% | -20.6% | -2.0% |
| 3M | +5.7% | +34.3% | -28.6% | +4.9% |
| 6M | +12.2% | +48.0% | -35.8% | +11.2% |
| YTD | +8.4% | 0.0% | +8.4% | +12.1% |
| 1Y | +52.3% | -10.3% | +62.6% | +58.3% |
| All | +52.3% | -9.0% | +61.3% | +58.3% |
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