-10.3%
DOCU vs TXT
-1.0%
-9.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.6% |
| 7D | +6.9% | -4.8% | +11.7% | +5.8% |
| 30D | +19.0% | -10.6% | +29.6% | +16.5% |
| 3M | +34.3% | -13.2% | +47.5% | +30.8% |
| 6M | +48.0% | -20.3% | +68.4% | +45.7% |
| YTD | 0.0% | -9.3% | +9.3% | -5.1% |
| 1Y | -10.3% | -2.7% | -7.6% | -16.6% |
| All | -10.3% | -1.0% | -9.3% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling