+423.7%
TDG vs DOCU
+110.9%
+312.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | +1.2% |
| 7D | +2.3% | -0.4% | +2.7% | +2.4% |
| 30D | +11.2% | +12.9% | -1.8% | +9.5% |
| 3M | +0.2% | +35.1% | -34.8% | -3.7% |
| 6M | +3.9% | +76.2% | -72.3% | -3.9% |
| YTD | -6.4% | +17.2% | -23.6% | -9.3% |
| 1Y | -3.8% | +16.4% | -20.2% | -6.8% |
| 3Y | +46.8% | +95.6% | -48.8% | +29.1% |
| 5Y | +128.3% | -68.5% | +196.8% | +128.6% |
| All | +423.7% | +110.9% | +312.7% | +280.6% |
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