+299.4%
TPR vs DOCU
+33.7%
+265.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.4% |
| 7D | -2.3% | +6.9% | -9.2% | -3.0% |
| 30D | -23.0% | +19.0% | -42.0% | -24.6% |
| 3M | -12.5% | +34.3% | -46.8% | -16.0% |
| 6M | -21.4% | +48.0% | -69.4% | -26.3% |
| YTD | -3.5% | 0.0% | -3.5% | -3.2% |
| 1Y | +17.4% | -10.3% | +27.6% | +19.5% |
| All | +299.4% | +33.7% | +265.8% | +232.5% |
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 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