+156.7%
TEL vs DOCU
+104.2%
+52.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.6% |
| 7D | -2.8% | -5.5% | +2.7% | -2.0% |
| 30D | -4.1% | +12.6% | -16.7% | -6.0% |
| 3M | -3.4% | +36.4% | -39.8% | -8.4% |
| 6M | -3.5% | +66.8% | -70.3% | -11.9% |
| YTD | -8.0% | +13.5% | -21.5% | -11.4% |
| 1Y | -13.7% | +11.3% | -25.0% | -16.7% |
| 3Y | +71.9% | +92.1% | -20.1% | +46.7% |
| 5Y | +40.9% | -71.0% | +111.9% | +46.2% |
| All | +156.7% | +104.2% | +52.5% | +87.2% |
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