+72.2%
DOCU vs TECH
+97.1%
-24.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | +0.1% | +6.8% | +6.8% |
| 30D | +19.0% | +0.7% | +18.3% | +18.6% |
| 3M | +34.3% | +36.3% | -2.1% | +10.1% |
| 6M | +48.0% | +25.6% | +22.4% | +23.5% |
| YTD | 0.0% | +23.7% | -23.7% | -16.8% |
| 1Y | -10.3% | +37.6% | -47.9% | -32.1% |
| 3Y | +32.4% | -6.6% | +39.0% | +17.7% |
| 5Y | -77.9% | -42.2% | -35.7% | -71.0% |
| All | +72.2% | +97.1% | -24.9% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling