+95.3%
DOCU vs TRI
+231.9%
-136.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +3.0% | +1.2% |
| 7D | -5.5% | -4.8% | -0.7% | -3.4% |
| 30D | +12.6% | +13.4% | -0.7% | +3.1% |
| 3M | +36.4% | +13.1% | +23.3% | +24.3% |
| 6M | +66.8% | +24.4% | +42.4% | +40.9% |
| YTD | +13.5% | -11.4% | +24.9% | +18.4% |
| 1Y | +11.3% | -15.6% | +26.9% | +19.8% |
| 3Y | +92.1% | -6.5% | +98.5% | +79.8% |
| 5Y | -71.0% | +5.3% | -76.3% | -75.5% |
| All | +95.3% | +231.9% | -136.6% | -15.5% |
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