+412.0%
TDG vs DOCU
+112.5%
+299.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +1.7% | +4.1% | -2.4% | +1.2% |
| 30D | +9.7% | +7.4% | +2.3% | +8.7% |
| 3M | -2.3% | +26.0% | -28.3% | -5.3% |
| 6M | +1.3% | +79.2% | -77.9% | -6.4% |
| YTD | -8.5% | +18.1% | -26.5% | -11.4% |
| 1Y | -8.1% | +20.5% | -28.7% | -11.4% |
| 3Y | +43.4% | +96.4% | -53.0% | +26.1% |
| 5Y | +127.8% | -69.5% | +197.3% | +128.7% |
| All | +412.0% | +112.5% | +299.5% | +271.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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