+30.4%
GSK vs DOCU
-9.0%
+39.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -1.6% |
| 7D | -1.8% | +6.9% | -8.7% | -1.3% |
| 30D | -2.2% | +19.0% | -21.2% | -0.8% |
| 3M | -1.8% | +34.3% | -36.1% | +1.0% |
| 6M | -10.6% | +48.0% | -58.6% | -6.7% |
| YTD | +4.4% | 0.0% | +4.4% | +5.4% |
| 1Y | +30.4% | -10.3% | +40.7% | +29.0% |
| All | +30.4% | -9.0% | +39.5% | +29.0% |
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