+35.7%
TNA vs DOCU
+18.5%
+17.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | +3.7% | +4.1% | -0.3% | +3.3% |
| 30D | +4.4% | +7.4% | -3.0% | +3.7% |
| 3M | -26.7% | +26.0% | -52.7% | -28.3% |
| 6M | -12.8% | +79.2% | -92.0% | -18.7% |
| YTD | +22.7% | +18.1% | +4.6% | +29.1% |
| 1Y | +35.7% | +20.5% | +15.1% | +40.5% |
| All | +35.7% | +18.5% | +17.2% | +40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling