-58.4%
TEAM vs DOCU
-71.9%
+13.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.3% |
| 7D | -10.2% | -3.2% | -7.0% | -8.4% |
| 30D | -5.5% | +15.7% | -21.2% | -13.7% |
| 3M | +61.7% | +37.3% | +24.5% | +34.2% |
| 6M | +98.5% | +63.1% | +35.3% | +50.4% |
| YTD | +13.0% | +15.4% | -2.3% | +5.2% |
| 1Y | +13.5% | +11.3% | +2.2% | +7.2% |
| 3Y | +3.6% | +92.1% | -88.5% | -33.6% |
| 5Y | -58.4% | -70.5% | +12.1% | -53.1% |
| All | -58.4% | -71.9% | +13.5% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling