+72.2%
DOCU vs TRI
+211.6%
-139.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.4% | +9.1% | +7.1% |
| 7D | +6.9% | -0.5% | +7.4% | +6.8% |
| 30D | +19.0% | +7.9% | +11.1% | +13.1% |
| 3M | +34.3% | +24.1% | +10.2% | +15.7% |
| 6M | +48.0% | +3.8% | +44.2% | +41.2% |
| YTD | 0.0% | -16.9% | +16.9% | +10.0% |
| 1Y | -10.3% | -38.4% | +28.1% | +20.1% |
| 3Y | +32.4% | -12.2% | +44.6% | +30.4% |
| 5Y | -77.9% | -1.8% | -76.1% | -80.3% |
| All | +72.2% | +211.6% | -139.4% | -21.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling