+183.3%
TGT vs DOCU
+110.9%
+72.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.6% | +1.6% | +1.0% | +2.3% |
| 30D | +6.6% | +10.8% | -4.2% | +5.0% |
| 3M | +5.2% | +38.0% | -32.7% | +0.1% |
| 6M | +35.3% | +77.4% | -42.1% | +23.4% |
| YTD | +70.3% | +17.2% | +53.1% | +64.0% |
| 1Y | +81.2% | +15.6% | +65.6% | +74.6% |
| 3Y | +66.9% | +95.6% | -28.6% | +43.8% |
| 5Y | -27.2% | -69.7% | +42.5% | -26.1% |
| All | +183.3% | +110.9% | +72.4% | +133.5% |
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