+214.7%
TSCO vs DOCU
+104.4%
+110.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +6.8% | -3.4% | +10.2% | +7.4% |
| 30D | +11.3% | +9.3% | +2.0% | +9.8% |
| 3M | +9.1% | +30.2% | -21.1% | +4.6% |
| 6M | +24.2% | +62.1% | -37.9% | +15.0% |
| YTD | -23.5% | +13.5% | -37.1% | -25.9% |
| 1Y | -30.8% | +11.5% | -42.3% | -32.9% |
| 3Y | +0.1% | +89.5% | -89.4% | -13.7% |
| 5Y | -5.3% | -69.6% | +64.3% | +0.1% |
| All | +214.7% | +104.4% | +110.3% | +141.9% |
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 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