+40.4%
TEL vs DOCU
-71.9%
+112.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.0% | -4.3% | -6.0% |
| 7D | -7.4% | -3.2% | -4.1% | -6.9% |
| 30D | -6.0% | +15.7% | -21.7% | -8.3% |
| 3M | -5.0% | +37.3% | -42.3% | -10.3% |
| 6M | +0.5% | +63.1% | -62.6% | -8.4% |
| YTD | -8.3% | +15.4% | -23.7% | -11.9% |
| 1Y | -16.2% | +11.3% | -27.5% | -19.1% |
| 3Y | +71.6% | +92.1% | -20.5% | +43.6% |
| 5Y | +40.4% | -70.5% | +110.9% | +34.7% |
| All | +40.4% | -71.9% | +112.3% | +34.7% |
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