+56.7%
TOST vs DOCU
+33.7%
+23.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -1.3% |
| 7D | -3.4% | +6.9% | -10.3% | -5.9% |
| 30D | -2.4% | +19.0% | -21.4% | -9.3% |
| 3M | +34.6% | +34.3% | +0.3% | +18.8% |
| 6M | +15.2% | +48.0% | -32.8% | -2.1% |
| YTD | -4.4% | 0.0% | -4.4% | -7.5% |
| 1Y | -17.4% | -10.3% | -7.1% | -17.9% |
| All | +56.7% | +33.7% | +23.0% | +8.4% |
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 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