-69.9%
DOCU vs TRMB
-37.7%
-32.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -17.3% | +17.5% | +14.5% |
| 7D | -3.7% | -15.7% | +12.0% | +8.2% |
| 30D | +15.0% | -7.8% | +22.7% | +19.1% |
| 3M | +39.9% | -9.3% | +49.2% | +47.0% |
| 6M | +66.2% | -20.8% | +87.0% | +96.3% |
| YTD | +17.7% | -30.8% | +48.4% | +55.9% |
| 1Y | +13.7% | -31.0% | +44.7% | +49.9% |
| 3Y | +95.9% | +27.9% | +68.0% | +31.9% |
| All | -69.9% | -37.7% | -32.3% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling