+262.0%
TRV vs DOCU
+107.7%
+154.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.5% |
| 7D | +1.2% | -3.2% | +4.4% | +1.3% |
| 30D | +11.7% | +15.7% | -4.0% | +11.2% |
| 3M | +5.7% | +37.3% | -31.6% | +4.6% |
| 6M | +34.7% | +63.1% | -28.4% | +32.4% |
| YTD | +40.5% | +15.4% | +25.1% | +39.4% |
| 1Y | +47.9% | +11.3% | +36.5% | +46.9% |
| 3Y | +151.7% | +92.1% | +59.7% | +145.6% |
| 5Y | +177.6% | -70.5% | +248.1% | +180.2% |
| All | +262.0% | +107.7% | +154.3% | +210.6% |
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