+146.0%
TT vs DOCU
-78.0%
+224.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.2% |
| 7D | -0.2% | +6.9% | -7.1% | -1.0% |
| 30D | -7.4% | +19.0% | -26.4% | -9.3% |
| 3M | -3.2% | +34.3% | -37.5% | -6.8% |
| 6M | +1.1% | +48.0% | -46.9% | -4.4% |
| YTD | +15.6% | 0.0% | +15.6% | +14.8% |
| 1Y | +9.2% | -10.3% | +19.4% | +9.6% |
| 3Y | +124.4% | +32.4% | +92.0% | +108.0% |
| All | +146.0% | -78.0% | +224.0% | +143.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling