+51.6%
TEL vs DOCU
-78.0%
+129.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.0% |
| 7D | +3.0% | +6.9% | -3.9% | +1.8% |
| 30D | -3.9% | +19.0% | -22.9% | -6.9% |
| 3M | -5.1% | +34.3% | -39.4% | -10.1% |
| 6M | +0.6% | +48.0% | -47.4% | -7.0% |
| YTD | -7.3% | 0.0% | -7.3% | -8.5% |
| 1Y | +1.1% | -10.3% | +11.4% | +1.3% |
| 3Y | +63.7% | +32.4% | +31.3% | +46.9% |
| All | +51.6% | -78.0% | +129.6% | +56.5% |
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 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