+403.5%
TDG vs DOCU
+104.2%
+299.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +0.9% |
| 7D | +4.4% | -5.5% | +9.9% | +5.1% |
| 30D | +9.2% | +12.6% | -3.4% | +7.6% |
| 3M | -5.2% | +36.4% | -41.6% | -9.0% |
| 6M | -2.9% | +66.8% | -69.7% | -9.6% |
| YTD | -10.0% | +13.5% | -23.5% | -12.4% |
| 1Y | -5.9% | +11.3% | -17.2% | -8.3% |
| 3Y | +57.6% | +92.1% | -34.5% | +38.8% |
| 5Y | +116.5% | -71.0% | +187.5% | +118.5% |
| All | +403.5% | +104.2% | +299.2% | +267.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling