+43.3%
TEL vs DOCU
-69.1%
+112.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +5.6% | +1.6% | +4.0% | +5.3% |
| 30D | +0.9% | +10.8% | -10.0% | -0.9% |
| 3M | +2.1% | +38.0% | -35.9% | -3.7% |
| 6M | +2.7% | +77.4% | -74.7% | -7.6% |
| YTD | -3.2% | +17.2% | -20.4% | -7.2% |
| 1Y | -10.6% | +15.6% | -26.2% | -14.2% |
| 3Y | +79.8% | +95.6% | -15.8% | +49.9% |
| 5Y | +43.3% | -69.7% | +113.0% | +36.3% |
| All | +43.3% | -69.1% | +112.3% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling