-70.5%
DOCU vs TSN
-13.5%
-57.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -3.2% | +6.9% | -10.1% | -4.5% |
| 30D | +15.7% | +15.7% | 0.0% | +12.3% |
| 3M | +37.3% | +4.3% | +33.0% | +35.9% |
| 6M | +63.1% | -10.6% | +73.7% | +66.5% |
| YTD | +15.4% | +5.2% | +10.2% | +12.9% |
| 1Y | +11.3% | +18.7% | -7.4% | +5.4% |
| 3Y | +92.1% | +41.8% | +50.3% | +65.3% |
| 5Y | -70.5% | -13.6% | -56.9% | -61.8% |
| All | -70.5% | -13.5% | -57.0% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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