+171.3%
TEL vs DOCU
+104.6%
+66.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.6% |
| 7D | +0.6% | -4.8% | +5.3% | +1.3% |
| 30D | +0.2% | +9.4% | -9.2% | -1.3% |
| 3M | +1.5% | +29.0% | -27.5% | -2.9% |
| 6M | +6.9% | +62.3% | -55.4% | -1.9% |
| YTD | -2.8% | +13.7% | -16.5% | -6.4% |
| 1Y | -8.8% | +11.5% | -20.3% | -11.9% |
| 3Y | +84.3% | +94.2% | -9.9% | +57.0% |
| 5Y | +46.8% | -71.7% | +118.5% | +52.9% |
| All | +171.3% | +104.6% | +66.7% | +97.8% |
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