+563.9%
TT vs DOCU
+107.7%
+456.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.2% |
| 7D | -9.0% | -3.2% | -5.8% | -8.7% |
| 30D | -17.6% | +15.7% | -33.3% | -18.9% |
| 3M | -18.7% | +37.3% | -55.9% | -21.4% |
| 6M | -17.4% | +63.1% | -80.6% | -22.1% |
| YTD | +1.5% | +15.4% | -13.8% | -0.9% |
| 1Y | -9.4% | +11.3% | -20.7% | -11.3% |
| 3Y | +85.1% | +92.1% | -7.0% | +66.9% |
| 5Y | +125.7% | -70.5% | +196.2% | +127.5% |
| All | +563.9% | +107.7% | +456.2% | +399.9% |
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