+415.5%
TDG vs DOCU
+104.4%
+311.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.6% |
| 7D | +1.4% | -3.4% | +4.8% | +1.9% |
| 30D | +10.6% | +9.3% | +1.4% | +9.4% |
| 3M | +0.2% | +30.2% | -30.0% | -3.3% |
| 6M | +0.9% | +62.1% | -61.3% | -5.7% |
| YTD | -7.8% | +13.5% | -21.4% | -10.4% |
| 1Y | -4.9% | +11.5% | -16.4% | -7.4% |
| 3Y | +44.5% | +89.5% | -45.0% | +27.5% |
| 5Y | +117.7% | -69.6% | +187.3% | +118.9% |
| All | +415.5% | +104.4% | +311.1% | +276.0% |
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