+206.2%
TPR vs DOCU
+107.7%
+98.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.0% | +9.0% | +7.4% |
| 7D | +13.9% | -3.2% | +17.1% | +14.5% |
| 30D | +14.9% | +15.7% | -0.8% | +11.8% |
| 3M | -15.4% | +37.3% | -52.7% | -20.7% |
| 6M | -4.5% | +63.1% | -67.6% | -14.1% |
| YTD | +6.0% | +15.4% | -9.4% | +1.0% |
| 1Y | +24.3% | +11.3% | +13.0% | +19.2% |
| 3Y | +412.8% | +92.1% | +320.8% | +325.5% |
| 5Y | +258.4% | -70.5% | +328.9% | +267.5% |
| All | +206.2% | +107.7% | +98.5% | +90.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling