+101.7%
DOCU vs TRI
+220.9%
-119.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.0% |
| 7D | -0.4% | -7.2% | +6.7% | +4.1% |
| 30D | +12.9% | +4.4% | +8.5% | +8.8% |
| 3M | +35.1% | +4.5% | +30.6% | +29.3% |
| 6M | +76.2% | +23.7% | +52.5% | +49.0% |
| YTD | +17.2% | -14.4% | +31.6% | +24.8% |
| 1Y | +16.4% | -17.4% | +33.8% | +26.8% |
| 3Y | +95.6% | -11.0% | +106.6% | +89.3% |
| 5Y | -68.5% | +0.7% | -69.2% | -72.7% |
| All | +101.7% | +220.9% | -119.1% | -10.9% |
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