+60.5%
TEM vs DOCU
+34.2%
+26.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -1.7% |
| 7D | +0.9% | +6.9% | -6.0% | -2.1% |
| 30D | +38.4% | +19.0% | +19.4% | +27.8% |
| 3M | +23.7% | +34.3% | -10.6% | +6.7% |
| 6M | +26.0% | +48.0% | -22.0% | +2.8% |
| YTD | +9.4% | 0.0% | +9.4% | +6.9% |
| 1Y | -17.3% | -10.3% | -7.0% | -16.0% |
| All | +60.5% | +34.2% | +26.4% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling