+17.3%
TFC vs DOCU
-78.0%
+95.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.5% |
| 7D | +2.4% | +6.9% | -4.5% | +1.3% |
| 30D | -1.3% | +19.0% | -20.3% | -4.3% |
| 3M | +6.1% | +34.3% | -28.2% | +0.5% |
| 6M | +7.3% | +48.0% | -40.7% | -0.6% |
| YTD | +8.2% | 0.0% | +8.2% | +6.7% |
| 1Y | +14.4% | -10.3% | +24.7% | +14.5% |
| 3Y | +93.7% | +32.4% | +61.3% | +75.8% |
| All | +17.3% | -78.0% | +95.3% | +17.2% |
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 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