+387.3%
TPR vs DOCU
+94.9%
+292.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.5% |
| 7D | +12.6% | -3.7% | +16.4% | +13.0% |
| 30D | +7.1% | +15.0% | -7.8% | +5.7% |
| 3M | -19.4% | +39.9% | -59.3% | -22.1% |
| 6M | -9.7% | +66.2% | -75.9% | -15.2% |
| YTD | -1.0% | +17.7% | -18.7% | -2.1% |
| 1Y | +19.3% | +13.7% | +5.6% | +18.5% |
| All | +387.3% | +94.9% | +292.4% | +315.8% |
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