-76.5%
DOCU vs TRGP
+621.9%
-698.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +4.1% |
| 7D | +6.9% | +0.8% | +6.1% | +6.6% |
| 30D | +19.0% | +11.5% | +7.5% | +13.5% |
| 3M | +34.3% | +9.0% | +25.3% | +28.3% |
| 6M | +48.0% | +20.5% | +27.5% | +34.4% |
| YTD | 0.0% | +59.5% | -59.5% | -20.5% |
| 1Y | -10.3% | +77.9% | -88.2% | -32.8% |
| 3Y | +32.4% | +253.6% | -221.2% | -34.3% |
| All | -76.5% | +621.9% | -698.4% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling