-69.4%
DOCU vs TSN
-14.8%
-54.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | +4.1% | -1.4% | +5.5% | +4.4% |
| 30D | +7.4% | +8.5% | -1.1% | +5.5% |
| 3M | +26.0% | +5.3% | +20.7% | +24.4% |
| 6M | +79.2% | -10.5% | +89.7% | +82.9% |
| YTD | +18.1% | +3.0% | +15.1% | +15.9% |
| 1Y | +20.5% | +12.1% | +8.4% | +15.6% |
| 3Y | +96.4% | +43.1% | +53.3% | +66.6% |
| All | -69.4% | -14.8% | -54.5% | -60.9% |
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