+13.2%
DOCU vs TRMB
-33.8%
+47.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.8% | -1.3% |
| 7D | -3.2% | -17.9% | +14.7% | +7.6% |
| 30D | +15.7% | -12.0% | +27.7% | +21.5% |
| 3M | +37.3% | -8.4% | +45.7% | +39.3% |
| 6M | +63.1% | -21.5% | +84.7% | +81.9% |
| YTD | +15.4% | -31.5% | +46.9% | +36.5% |
| All | +13.2% | -33.8% | +47.0% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling