+101.7%
DOCU vs TECH
+98.1%
+3.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +12.9% | +0.3% | +12.6% | +12.7% |
| 3M | +35.1% | +1.0% | +34.1% | +34.3% |
| 6M | +76.2% | +54.0% | +22.2% | +33.6% |
| YTD | +17.2% | +24.3% | -7.1% | -2.8% |
| 1Y | +16.4% | +23.7% | -7.3% | -3.5% |
| 3Y | +95.6% | +28.5% | +67.1% | +34.9% |
| 5Y | -68.5% | -41.2% | -27.3% | -58.9% |
| All | +101.7% | +98.1% | +3.6% | +6.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling