+30.9%
DOCU vs TRGP
+252.7%
-221.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.9% |
| 7D | +6.9% | +0.8% | +6.1% | +6.7% |
| 30D | +19.0% | +11.5% | +7.5% | +16.5% |
| 3M | +34.3% | +9.0% | +25.3% | +31.5% |
| 6M | +48.0% | +20.5% | +27.5% | +40.9% |
| YTD | 0.0% | +59.5% | -59.5% | -12.4% |
| 1Y | -10.3% | +77.9% | -88.2% | -24.4% |
| All | +30.9% | +252.7% | -221.8% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling