-71.7%
DOCU vs TECH
-40.1%
-31.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.7% |
| 7D | -5.5% | +0.2% | -5.7% | -5.6% |
| 30D | +12.6% | +0.3% | +12.3% | +12.4% |
| 3M | +36.4% | +1.3% | +35.1% | +35.5% |
| 6M | +66.8% | +54.0% | +12.8% | +29.4% |
| YTD | +13.5% | +24.3% | -10.8% | -4.0% |
| 1Y | +11.3% | +25.8% | -14.5% | -7.0% |
| 3Y | +92.1% | +26.0% | +66.1% | +30.6% |
| All | -71.7% | -40.1% | -31.6% | -52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling