-10.3%
DOCU vs TRGP
+80.7%
-91.0%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.4% |
| 7D | +6.9% | +0.8% | +6.1% | +7.1% |
| 30D | +19.0% | +11.5% | +7.5% | +21.8% |
| 3M | +34.3% | +9.0% | +25.3% | +36.6% |
| 6M | +48.0% | +20.5% | +27.5% | +52.1% |
| YTD | 0.0% | +59.5% | -59.5% | +2.1% |
| 1Y | -10.3% | +77.9% | -88.2% | -11.7% |
| All | -10.3% | +80.7% | -91.0% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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