+92.1%
DOCU vs TRGP
+218.9%
-126.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.3% |
| 7D | -5.5% | -16.0% | +10.5% | -3.4% |
| 30D | +12.6% | -6.4% | +19.1% | +13.5% |
| 3M | +36.4% | -1.0% | +37.4% | +35.8% |
| 6M | +66.8% | +7.0% | +59.8% | +62.3% |
| YTD | +13.5% | +46.1% | -32.6% | +0.8% |
| 1Y | +11.3% | +58.7% | -47.4% | -3.8% |
| 3Y | +92.1% | +221.9% | -129.8% | +75.1% |
| All | +92.1% | +218.9% | -126.9% | +75.1% |
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