+30.9%
DOCU vs TRI
-12.3%
+43.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.4% | +9.1% | +6.4% |
| 7D | +6.9% | -0.5% | +7.4% | +6.8% |
| 30D | +19.0% | +7.9% | +11.1% | +14.4% |
| 3M | +34.3% | +24.1% | +10.2% | +20.1% |
| 6M | +48.0% | +3.8% | +44.2% | +41.9% |
| YTD | 0.0% | -16.9% | +16.9% | +5.1% |
| 1Y | -10.3% | -38.4% | +28.1% | +5.4% |
| All | +30.9% | -12.3% | +43.2% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling