+112.8%
TNA vs DOCU
+87.9%
+24.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.4% | +3.5% |
| 7D | -7.0% | -5.5% | -1.4% | -4.6% |
| 30D | -6.4% | +12.6% | -19.1% | -11.3% |
| 3M | -25.7% | +36.4% | -62.1% | -36.1% |
| 6M | -19.7% | +66.8% | -86.5% | -38.8% |
| YTD | +18.3% | +13.5% | +4.8% | +8.4% |
| 1Y | +24.6% | +11.3% | +13.3% | +15.6% |
| 3Y | +112.8% | +92.1% | +20.8% | +7.3% |
| All | +112.8% | +87.9% | +24.9% | +7.3% |
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