+11.3%
DOCU vs TXT
+7.4%
+4.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.3% | -2.4% |
| 7D | -3.2% | -2.5% | -0.7% | -3.9% |
| 30D | +15.7% | +12.8% | +2.8% | +19.9% |
| 3M | +37.3% | -3.6% | +40.9% | +36.1% |
| 6M | +63.1% | -6.9% | +70.1% | +60.4% |
| YTD | +15.4% | -2.2% | +17.5% | +11.2% |
| 1Y | +11.3% | +6.3% | +5.0% | -0.6% |
| All | +11.3% | +7.4% | +4.0% | -0.6% |
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