-41.3%
TOST vs DOCU
-71.6%
+30.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | +10.7% | -3.7% | +14.4% | +12.8% |
| 30D | +17.7% | +15.0% | +2.8% | +9.7% |
| 3M | +4.6% | +39.9% | -35.3% | -12.7% |
| 6M | +20.3% | +66.2% | -45.9% | -8.5% |
| YTD | -0.4% | +17.7% | -18.1% | -10.7% |
| 1Y | -0.8% | +13.7% | -14.4% | -9.9% |
| 3Y | +102.2% | +95.9% | +6.3% | +21.6% |
| 5Y | -41.3% | -71.7% | +30.4% | -35.1% |
| All | -41.3% | -71.6% | +30.3% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling