+155.9%
TNA vs DOCU
+88.2%
+67.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.5% |
| 7D | +2.3% | -4.8% | +7.1% | +4.5% |
| 30D | +1.4% | +9.4% | -8.0% | -2.6% |
| 3M | -21.1% | +29.0% | -50.1% | -30.4% |
| 6M | -9.4% | +62.3% | -71.7% | -29.8% |
| YTD | +29.6% | +13.7% | +16.0% | +18.8% |
| 1Y | +34.6% | +11.5% | +23.1% | +24.8% |
| 3Y | +155.9% | +94.2% | +61.7% | +38.0% |
| All | +155.9% | +88.2% | +67.7% | +38.0% |
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 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