-69.6%
DOCU vs TRGP
+451.9%
-521.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -1.1% |
| 7D | -3.4% | -5.8% | +2.4% | -1.4% |
| 30D | +9.3% | -1.5% | +10.7% | +9.3% |
| 3M | +30.2% | +6.1% | +24.1% | +26.0% |
| 6M | +62.1% | +14.4% | +47.8% | +49.9% |
| YTD | +13.5% | +55.3% | -41.8% | -10.1% |
| 1Y | +11.5% | +69.1% | -57.6% | -15.4% |
| 3Y | +89.5% | +254.3% | -164.8% | -9.7% |
| 5Y | -69.6% | +471.4% | -541.0% | -89.9% |
| All | -69.6% | +451.9% | -521.5% | -89.9% |
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 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