+159.0%
GM vs DOCU
+112.5%
+46.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -0.2% | +4.1% | -4.2% | -0.8% |
| 30D | +3.6% | +7.4% | -3.8% | +2.3% |
| 3M | -0.2% | +26.0% | -26.3% | -4.0% |
| 6M | +13.9% | +79.2% | -65.3% | +3.1% |
| YTD | +6.5% | +18.1% | -11.6% | +2.2% |
| 1Y | +20.7% | +20.5% | +0.1% | +15.3% |
| 3Y | +229.5% | +96.4% | +133.1% | +180.3% |
| 5Y | +41.5% | -69.5% | +111.0% | +39.7% |
| All | +159.0% | +112.5% | +46.5% | +96.2% |
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