-70.5%
DOCU vs TECH
-39.6%
-30.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | +15.7% | +0.3% | +15.4% | +15.5% |
| 3M | +37.3% | +1.0% | +36.2% | +36.6% |
| 6M | +63.1% | +28.6% | +34.6% | +38.6% |
| YTD | +15.4% | +24.1% | -8.7% | -2.3% |
| 1Y | +11.3% | +21.9% | -10.6% | -5.2% |
| 3Y | +92.1% | +25.7% | +66.4% | +30.8% |
| 5Y | -70.5% | -40.2% | -30.3% | -52.4% |
| All | -70.5% | -39.6% | -30.9% | -52.4% |
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 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