-49.1%
TE vs DOCU
+10.8%
-59.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -2.9% |
| 7D | -10.5% | -4.8% | -5.8% | -11.4% |
| 30D | -32.4% | +9.4% | -41.8% | -31.4% |
| 3M | -60.9% | +29.0% | -89.9% | -59.3% |
| 6M | -62.8% | +62.3% | -125.1% | -60.3% |
| YTD | -65.7% | +13.7% | -79.4% | -66.5% |
| All | -49.1% | +10.8% | -59.9% | -49.7% |
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 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