+170.6%
TECK vs DOCU
+104.2%
+66.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.1% |
| 7D | -0.2% | -5.5% | +5.3% | +0.5% |
| 30D | -7.5% | +12.6% | -20.2% | -9.2% |
| 3M | -8.4% | +36.4% | -44.8% | -12.8% |
| 6M | -2.2% | +66.8% | -69.0% | -10.2% |
| YTD | +26.8% | +13.5% | +13.4% | +22.5% |
| 1Y | +46.5% | +11.3% | +35.2% | +41.9% |
| 3Y | +69.0% | +92.1% | -23.0% | +47.3% |
| 5Y | +138.8% | -71.0% | +209.8% | +151.5% |
| All | +170.6% | +104.2% | +66.4% | +98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling