-10.3%
DOCU vs TRI
-38.3%
+28.0%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.4% | +9.1% | +6.6% |
| 7D | +6.9% | -0.5% | +7.4% | +6.8% |
| 30D | +19.0% | +7.9% | +11.1% | +14.1% |
| 3M | +34.3% | +24.1% | +10.2% | +19.1% |
| 6M | +48.0% | +3.8% | +44.2% | +40.5% |
| YTD | 0.0% | -16.9% | +16.9% | +4.7% |
| 1Y | -10.3% | -38.4% | +28.1% | -3.8% |
| All | -10.3% | -38.3% | +28.0% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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