+32.5%
TNA vs DOCU
+47.4%
-14.9%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.8% |
| 7D | -0.1% | +6.9% | -7.0% | +0.1% |
| 30D | -4.9% | +19.0% | -23.9% | -4.4% |
| 3M | +0.4% | +34.3% | -33.9% | +1.5% |
| 6M | +32.5% | +48.0% | -15.5% | +35.4% |
| All | +32.5% | +47.4% | -14.9% | +35.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling