+91.8%
TFC vs DOCU
+94.9%
-3.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | +5.1% | -3.7% | +8.8% | +5.6% |
| 30D | +9.8% | +15.0% | -5.2% | +7.6% |
| 3M | -2.4% | +39.9% | -42.3% | -7.3% |
| 6M | +4.9% | +66.2% | -61.2% | -3.4% |
| YTD | +6.6% | +17.7% | -11.1% | +3.4% |
| 1Y | +21.3% | +13.7% | +7.6% | +18.3% |
| All | +91.8% | +94.9% | -3.1% | +46.8% |
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