+187.5%
TGT vs DOCU
+80.0%
+107.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.3% |
| 7D | +0.8% | +6.9% | -6.1% | -0.3% |
| 30D | +12.2% | +19.0% | -6.8% | +9.2% |
| 3M | +33.8% | +34.3% | -0.5% | +27.6% |
| 6M | +39.3% | +48.0% | -8.7% | +30.3% |
| YTD | +72.9% | 0.0% | +72.8% | +70.7% |
| 1Y | +84.6% | -10.3% | +94.8% | +84.5% |
| 3Y | +46.2% | +32.4% | +13.8% | +33.8% |
| 5Y | -21.3% | -77.9% | +56.6% | -16.7% |
| All | +187.5% | +80.0% | +107.5% | +143.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling