+260.1%
TRV vs DOCU
+104.4%
+155.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +1.4% | -3.4% | +4.7% | +1.5% |
| 30D | +8.7% | +9.3% | -0.6% | +8.4% |
| 3M | +7.1% | +30.2% | -23.2% | +6.1% |
| 6M | +35.5% | +62.1% | -26.6% | +33.2% |
| YTD | +39.7% | +13.5% | +26.2% | +38.8% |
| 1Y | +44.1% | +11.5% | +32.6% | +43.2% |
| 3Y | +148.1% | +89.5% | +58.6% | +142.2% |
| 5Y | +178.6% | -69.6% | +248.2% | +181.0% |
| All | +260.1% | +104.4% | +155.7% | +209.2% |
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