+190.1%
TGT vs DOCU
+104.6%
+85.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.7% |
| 7D | +4.7% | -4.8% | +9.5% | +5.5% |
| 30D | +8.0% | +9.4% | -1.4% | +6.5% |
| 3M | +11.7% | +29.0% | -17.4% | +7.2% |
| 6M | +34.7% | +62.3% | -27.6% | +24.5% |
| YTD | +74.4% | +13.7% | +60.7% | +68.7% |
| 1Y | +89.2% | +11.5% | +77.6% | +83.3% |
| 3Y | +73.4% | +94.2% | -20.8% | +49.5% |
| 5Y | -24.0% | -71.7% | +47.7% | -22.2% |
| All | +190.1% | +104.6% | +85.5% | +140.2% |
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 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