+59.2%
TGT vs DOCU
+87.9%
-28.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.5% |
| 7D | +2.6% | -5.5% | +8.2% | +3.3% |
| 30D | +5.0% | +12.6% | -7.7% | +3.5% |
| 3M | +8.5% | +36.4% | -27.9% | +4.4% |
| 6M | +23.8% | +66.8% | -43.0% | +16.0% |
| YTD | +66.5% | +13.5% | +53.1% | +62.6% |
| 1Y | +84.9% | +11.3% | +73.6% | +80.8% |
| 3Y | +59.2% | +92.1% | -32.8% | +36.0% |
| All | +59.2% | +87.9% | -28.7% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling