+176.1%
TRV vs DOCU
-71.8%
+247.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.9% | -4.8% | +3.9% | -0.7% |
| 30D | +7.2% | +9.4% | -2.2% | +6.9% |
| 3M | +3.2% | +29.0% | -25.8% | +2.3% |
| 6M | +33.6% | +62.3% | -28.7% | +31.4% |
| YTD | +37.8% | +13.7% | +24.1% | +36.9% |
| 1Y | +43.4% | +11.5% | +31.8% | +42.5% |
| 3Y | +146.7% | +94.2% | +52.5% | +141.7% |
| 5Y | +176.1% | -71.7% | +247.9% | +174.9% |
| All | +176.1% | -71.8% | +247.9% | +174.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling