+14.6%
TMUS vs DOCU
+91.1%
-76.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +0.9% |
| 7D | +9.0% | -3.2% | +12.2% | +9.1% |
| 30D | -3.2% | +15.7% | -18.9% | -3.6% |
| 3M | -6.9% | +37.3% | -44.2% | -7.6% |
| 6M | -16.4% | +63.1% | -79.6% | -17.3% |
| YTD | -19.6% | +15.4% | -35.0% | -20.2% |
| 1Y | -19.9% | +11.3% | -31.2% | -20.4% |
| All | +14.6% | +91.1% | -76.5% | +9.9% |
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