+230.7%
TRV vs DOCU
+80.0%
+150.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.4% |
| 7D | -0.1% | +6.9% | -7.0% | -0.4% |
| 30D | -3.4% | +19.0% | -22.4% | -4.0% |
| 3M | +26.4% | +34.3% | -7.9% | +25.1% |
| 6M | +19.3% | +48.0% | -28.7% | +17.6% |
| YTD | +28.3% | 0.0% | +28.3% | +28.0% |
| 1Y | +34.3% | -10.3% | +44.6% | +34.3% |
| 3Y | +140.1% | +32.4% | +107.7% | +136.6% |
| 5Y | +155.7% | -77.9% | +233.7% | +160.5% |
| All | +230.7% | +80.0% | +150.7% | +185.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling