+205.0%
GM vs DOCU
+87.9%
+117.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.9% | -3.4% |
| 7D | -1.4% | -5.5% | +4.1% | -0.9% |
| 30D | +6.4% | +12.6% | -6.3% | +4.9% |
| 3M | -0.7% | +36.4% | -37.1% | -4.1% |
| 6M | +9.9% | +66.8% | -56.9% | +3.6% |
| YTD | +6.7% | +13.5% | -6.8% | +5.2% |
| 1Y | +26.2% | +11.3% | +14.9% | +24.7% |
| 3Y | +205.0% | +92.1% | +113.0% | +136.4% |
| All | +205.0% | +87.9% | +117.1% | +136.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling