-40.5%
DOCU vs TPG
+81.4%
-121.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.8% | -6.6% | -3.9% |
| 7D | -4.8% | +3.1% | -7.9% | -6.9% |
| 30D | +9.4% | +9.7% | -0.4% | +2.3% |
| 3M | +29.0% | +2.5% | +26.5% | +25.8% |
| 6M | +62.3% | +14.0% | +48.3% | +46.6% |
| YTD | +13.7% | -19.3% | +32.9% | +25.7% |
| 1Y | +11.5% | -5.8% | +17.3% | +11.0% |
| 3Y | +94.2% | +80.1% | +14.0% | +5.5% |
| All | -40.5% | +81.4% | -121.8% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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