+262.2%
TRV vs DOCU
+110.9%
+151.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.1% | +1.6% | -1.5% | 0.0% |
| 30D | +8.0% | +10.8% | -2.8% | +7.6% |
| 3M | +9.3% | +38.0% | -28.7% | +8.1% |
| 6M | +36.2% | +77.4% | -41.2% | +33.6% |
| YTD | +40.6% | +17.2% | +23.4% | +39.5% |
| 1Y | +43.1% | +15.6% | +27.5% | +42.0% |
| 3Y | +149.6% | +95.6% | +54.0% | +143.4% |
| 5Y | +181.6% | -69.7% | +251.4% | +184.1% |
| All | +262.2% | +110.9% | +151.3% | +210.7% |
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