+170.0%
TEL vs DOCU
+104.4%
+65.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.4% |
| 7D | -0.9% | -3.4% | +2.4% | -0.4% |
| 30D | -0.2% | +9.3% | -9.5% | -1.7% |
| 3M | +2.0% | +30.2% | -28.2% | -2.6% |
| 6M | +6.4% | +62.1% | -55.7% | -2.3% |
| YTD | -3.2% | +13.5% | -16.8% | -6.8% |
| 1Y | -11.2% | +11.5% | -22.7% | -14.2% |
| 3Y | +79.8% | +89.5% | -9.7% | +53.8% |
| 5Y | +46.6% | -69.6% | +116.2% | +51.2% |
| All | +170.0% | +104.4% | +65.7% | +96.9% |
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