+36.7%
TRV vs DOCU
-14.9%
+51.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.4% |
| 7D | -0.1% | +6.9% | -7.0% | -0.3% |
| 30D | -3.4% | +19.0% | -22.4% | -3.9% |
| 3M | +26.4% | +34.3% | -7.9% | +24.9% |
| 6M | +19.3% | +48.0% | -28.7% | +17.5% |
| YTD | +28.3% | 0.0% | +28.3% | +29.1% |
| All | +36.7% | -14.9% | +51.6% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling