+177.0%
TGT vs DOCU
+104.2%
+72.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.5% |
| 7D | +2.6% | -5.5% | +8.2% | +3.5% |
| 30D | +5.0% | +12.6% | -7.7% | +3.1% |
| 3M | +8.5% | +36.4% | -27.9% | +3.4% |
| 6M | +23.8% | +66.8% | -43.0% | +13.9% |
| YTD | +66.5% | +13.5% | +53.1% | +61.1% |
| 1Y | +84.9% | +11.3% | +73.6% | +79.2% |
| 3Y | +59.2% | +92.1% | -32.8% | +37.5% |
| 5Y | -27.2% | -71.0% | +43.8% | -25.7% |
| All | +177.0% | +104.2% | +72.7% | +129.4% |
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