+75.0%
TEM vs DOCU
+54.8%
+20.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.0% | -4.9% | -6.0% |
| 7D | -9.5% | -3.2% | -6.3% | -8.2% |
| 30D | -2.2% | +15.7% | -17.8% | -8.6% |
| 3M | +50.8% | +37.3% | +13.5% | +30.2% |
| 6M | +30.3% | +63.1% | -32.9% | +1.9% |
| YTD | +19.3% | +15.4% | +3.9% | +8.9% |
| 1Y | -14.4% | +11.3% | -25.7% | -20.6% |
| All | +75.0% | +54.8% | +20.2% | +24.6% |
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