-5.4%
TDG vs DOCU
+10.8%
-16.2%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | +0.4% | -4.8% | +5.2% | +0.5% |
| 30D | +10.0% | +9.4% | +0.6% | +9.8% |
| 3M | -0.5% | +29.0% | -29.5% | -1.2% |
| 6M | +0.3% | +62.3% | -62.0% | -1.5% |
| YTD | -8.3% | +13.7% | -22.0% | -10.1% |
| All | -5.4% | +10.8% | -16.2% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling