+388.8%
TDG vs DOCU
+80.0%
+308.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -0.1% |
| 7D | -2.0% | +6.9% | -8.9% | -2.8% |
| 30D | -7.4% | +19.0% | -26.4% | -9.5% |
| 3M | -5.4% | +34.3% | -39.7% | -9.2% |
| 6M | -11.6% | +48.0% | -59.6% | -16.6% |
| YTD | -12.6% | 0.0% | -12.6% | -13.5% |
| 1Y | -9.3% | -10.3% | +0.9% | -9.4% |
| 3Y | +49.2% | +32.4% | +16.8% | +38.1% |
| 5Y | +132.1% | -77.9% | +210.1% | +141.2% |
| All | +388.8% | +80.0% | +308.8% | +262.7% |
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