+89.5%
DOCU vs TRI
-12.1%
+101.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -3.4% | -1.6% | -1.8% | -2.8% |
| 30D | +9.3% | +5.0% | +4.2% | +5.7% |
| 3M | +30.2% | +4.6% | +25.7% | +25.8% |
| 6M | +62.1% | +18.3% | +43.8% | +45.9% |
| YTD | +13.5% | -14.7% | +28.2% | +16.7% |
| 1Y | +11.5% | -16.7% | +28.2% | +15.6% |
| 3Y | +89.5% | -11.3% | +100.8% | +127.7% |
| All | +89.5% | -12.1% | +101.6% | +127.7% |
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