-27.4%
TGT vs DOCU
-71.9%
+44.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -2.8% |
| 7D | +4.0% | -3.2% | +7.3% | +4.6% |
| 30D | +2.3% | +15.7% | -13.3% | -0.1% |
| 3M | +7.8% | +37.3% | -29.5% | +2.1% |
| 6M | +24.7% | +63.1% | -38.4% | +14.3% |
| YTD | +66.0% | +15.4% | +50.7% | +59.8% |
| 1Y | +78.8% | +11.3% | +67.4% | +72.9% |
| 3Y | +56.2% | +92.1% | -35.8% | +31.7% |
| 5Y | -27.4% | -70.5% | +43.1% | -34.0% |
| All | -27.4% | -71.9% | +44.5% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling