+101.7%
DOCU vs TRI
+222.1%
-120.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.2% |
| 7D | +1.6% | -7.5% | +9.1% | +6.4% |
| 30D | +10.8% | +3.9% | +6.9% | +7.1% |
| 3M | +38.0% | +7.2% | +30.8% | +30.0% |
| 6M | +77.4% | +27.0% | +50.4% | +47.6% |
| YTD | +17.2% | -14.0% | +31.2% | +24.5% |
| 1Y | +15.6% | -17.7% | +33.2% | +26.2% |
| 3Y | +95.6% | -10.7% | +106.2% | +88.9% |
| 5Y | -69.7% | +0.6% | -70.3% | -73.7% |
| All | +101.7% | +222.1% | -120.4% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling