+158.7%
TEL vs DOCU
+80.0%
+78.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.9% |
| 7D | +3.0% | +6.9% | -3.9% | +1.9% |
| 30D | -3.9% | +19.0% | -22.9% | -6.7% |
| 3M | -5.1% | +34.3% | -39.4% | -9.8% |
| 6M | +0.6% | +48.0% | -47.4% | -6.5% |
| YTD | -7.3% | 0.0% | -7.3% | -8.6% |
| 1Y | +1.1% | -10.3% | +11.4% | +1.1% |
| 3Y | +63.7% | +32.4% | +31.3% | +48.8% |
| 5Y | +50.7% | -77.9% | +128.6% | +63.0% |
| All | +158.7% | +80.0% | +78.7% | +93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling