+77.9%
TEM vs DOCU
+58.4%
+19.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.8% | -6.4% | -6.0% |
| 7D | -5.9% | +4.1% | -9.9% | -7.5% |
| 30D | +4.8% | +7.4% | -2.5% | +1.2% |
| 3M | +31.9% | +26.0% | +5.9% | +18.3% |
| 6M | +56.0% | +79.2% | -23.2% | +16.9% |
| YTD | +21.3% | +18.1% | +3.2% | +9.5% |
| 1Y | +5.4% | +20.5% | -15.1% | -6.3% |
| All | +77.9% | +58.4% | +19.5% | +25.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling