+173.1%
TEL vs DOCU
+111.8%
+61.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -0.5% | -3.7% | +3.2% | +0.1% |
| 30D | +0.6% | +15.0% | -14.4% | -1.7% |
| 3M | +2.0% | +39.9% | -37.9% | -3.7% |
| 6M | +8.1% | +66.2% | -58.0% | -1.2% |
| YTD | -2.2% | +17.7% | -19.8% | -6.2% |
| 1Y | -8.6% | +13.7% | -22.3% | -12.0% |
| 3Y | +83.1% | +95.9% | -12.8% | +55.8% |
| 5Y | +53.6% | -71.7% | +125.2% | +59.8% |
| All | +173.1% | +111.8% | +61.2% | +98.0% |
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