+172.1%
TEL vs DOCU
+110.9%
+61.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.3% |
| 7D | -0.4% | -0.4% | +0.1% | -0.3% |
| 30D | +1.0% | +12.9% | -12.0% | -1.0% |
| 3M | +0.7% | +35.1% | -34.3% | -4.4% |
| 6M | +7.3% | +76.2% | -68.9% | -2.8% |
| YTD | -2.5% | +17.2% | -19.7% | -6.5% |
| 1Y | -10.3% | +16.4% | -26.7% | -13.9% |
| 3Y | +81.1% | +95.6% | -14.5% | +54.2% |
| 5Y | +45.3% | -68.5% | +113.8% | +49.1% |
| All | +172.1% | +110.9% | +61.2% | +97.5% |
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