+186.5%
TGT vs DOCU
+110.9%
+75.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.6% | +0.1% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | +6.7% | +12.9% | -6.3% | +4.7% |
| 3M | +8.4% | +35.1% | -26.7% | +3.4% |
| 6M | +40.7% | +76.2% | -35.5% | +28.5% |
| YTD | +72.2% | +17.2% | +55.1% | +65.8% |
| 1Y | +86.2% | +16.4% | +69.7% | +79.2% |
| 3Y | +68.8% | +95.6% | -26.8% | +45.4% |
| 5Y | -25.2% | -68.5% | +43.3% | -24.5% |
| All | +186.5% | +110.9% | +75.6% | +136.1% |
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