-10.3%
DOCU vs TECH
+36.9%
-47.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | +0.1% | +6.8% | +6.9% |
| 30D | +19.0% | +0.7% | +18.3% | +18.9% |
| 3M | +34.3% | +36.3% | -2.1% | +29.7% |
| 6M | +48.0% | +25.6% | +22.4% | +43.6% |
| YTD | 0.0% | +23.7% | -23.7% | -2.5% |
| 1Y | -10.3% | +37.6% | -47.9% | -7.3% |
| All | -10.3% | +36.9% | -47.2% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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