+11.3%
DOCU vs TRGP
+64.3%
-53.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -2.3% |
| 7D | -5.5% | -16.0% | +10.5% | -9.9% |
| 30D | +12.6% | -6.4% | +19.1% | +11.2% |
| 3M | +36.4% | -1.0% | +37.4% | +37.6% |
| 6M | +66.8% | +7.0% | +59.8% | +71.0% |
| YTD | +13.5% | +46.1% | -32.6% | +23.8% |
| 1Y | +11.3% | +58.7% | -47.4% | +16.5% |
| All | +11.3% | +64.3% | -53.0% | +16.5% |
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