+508.8%
TSEM vs DOCU
+110.9%
+397.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +20.5% | +1.6% | +19.0% | +20.3% |
| 30D | -29.0% | +10.8% | -39.8% | -30.2% |
| 3M | -39.4% | +38.0% | -77.3% | -42.7% |
| 6M | -28.5% | +77.4% | -105.9% | -35.9% |
| YTD | +34.4% | +17.2% | +17.3% | +28.4% |
| 1Y | +48.3% | +15.6% | +32.8% | +42.0% |
| 3Y | +543.5% | +95.6% | +448.0% | +451.9% |
| 5Y | +331.4% | -69.7% | +401.1% | +377.3% |
| All | +508.8% | +110.9% | +397.9% | +326.6% |
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 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