+168.3%
TEL vs DOCU
+112.5%
+55.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.8% |
| 7D | +4.5% | +4.1% | +0.4% | +3.9% |
| 30D | +2.9% | +7.4% | -4.5% | +1.7% |
| 3M | +1.1% | +26.0% | -24.9% | -2.8% |
| 6M | +5.0% | +79.2% | -74.2% | -5.1% |
| YTD | -3.9% | +18.1% | -21.9% | -7.9% |
| 1Y | -7.4% | +20.5% | -28.0% | -11.8% |
| 3Y | +81.0% | +96.4% | -15.4% | +54.0% |
| 5Y | +42.3% | -69.5% | +111.8% | +46.7% |
| All | +168.3% | +112.5% | +55.7% | +94.5% |
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