+101.7%
DOCU vs TRU
+30.9%
+70.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.2% |
| 7D | -0.4% | 0.0% | -0.4% | -0.5% |
| 30D | +12.9% | +24.3% | -11.3% | -1.1% |
| 3M | +35.1% | +2.3% | +32.8% | +31.6% |
| 6M | +76.2% | +17.7% | +58.5% | +57.8% |
| YTD | +17.2% | -3.8% | +21.0% | +17.1% |
| 1Y | +16.4% | -0.3% | +16.7% | +13.8% |
| 3Y | +95.6% | +58.4% | +37.2% | +37.3% |
| 5Y | -68.5% | -24.0% | -44.5% | -66.9% |
| All | +101.7% | +30.9% | +70.9% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling