+95.7%
DOCU vs TRGP
+699.0%
-603.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -0.4% |
| 7D | -4.8% | -7.2% | +2.4% | -3.6% |
| 30D | +9.4% | -4.2% | +13.6% | +10.0% |
| 3M | +29.0% | +7.0% | +22.1% | +26.9% |
| 6M | +62.3% | +11.2% | +51.1% | +57.7% |
| YTD | +13.7% | +51.1% | -37.4% | +3.7% |
| 1Y | +11.5% | +62.0% | -50.5% | +0.3% |
| 3Y | +94.2% | +248.2% | -154.0% | +50.7% |
| 5Y | -71.7% | +432.4% | -504.1% | -79.4% |
| All | +95.7% | +699.0% | -603.3% | +58.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling