+167.1%
GM vs DOCU
+104.4%
+62.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | +0.4% | -3.4% | +3.8% | +0.9% |
| 30D | +7.2% | +9.3% | -2.1% | +5.6% |
| 3M | +1.0% | +30.2% | -29.2% | -3.4% |
| 6M | +13.0% | +62.1% | -49.1% | +3.9% |
| YTD | +9.8% | +13.5% | -3.8% | +6.0% |
| 1Y | +25.9% | +11.5% | +14.4% | +21.8% |
| 3Y | +240.4% | +89.5% | +150.9% | +191.2% |
| 5Y | +56.1% | -69.6% | +125.7% | +54.6% |
| All | +167.1% | +104.4% | +62.7% | +103.6% |
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