+30.9%
DOCU vs TRMB
+8.5%
+22.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.4% |
| 7D | +6.9% | -2.5% | +9.4% | +8.6% |
| 30D | +19.0% | +1.5% | +17.5% | +18.0% |
| 3M | +34.3% | +6.8% | +27.5% | +29.3% |
| 6M | +48.0% | -14.9% | +63.0% | +62.3% |
| YTD | 0.0% | -24.1% | +24.1% | +16.9% |
| 1Y | -10.3% | -25.4% | +15.1% | +5.5% |
| All | +30.9% | +8.5% | +22.3% | +22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling