+20.5%
DOCU vs TECH
+20.9%
-0.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | +4.1% | 0.0% | +4.0% | +4.1% |
| 30D | +7.4% | +0.4% | +6.9% | +7.3% |
| 3M | +26.0% | +1.0% | +25.0% | +25.9% |
| 6M | +79.2% | +62.7% | +16.5% | +64.3% |
| YTD | +18.1% | +24.3% | -6.3% | +13.4% |
| 1Y | +20.5% | +20.5% | 0.0% | +16.5% |
| All | +20.5% | +20.9% | -0.4% | +16.5% |
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