+272.8%
TXN vs DOCU
+104.4%
+168.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -3.8% | -3.4% | -0.5% | -3.2% |
| 30D | +6.4% | +9.3% | -2.8% | +4.7% |
| 3M | +7.7% | +30.2% | -22.5% | +2.4% |
| 6M | +5.5% | +62.1% | -56.7% | -4.4% |
| YTD | +77.0% | +13.5% | +63.5% | +69.7% |
| 1Y | +91.2% | +11.5% | +79.7% | +83.7% |
| 3Y | +121.5% | +89.5% | +32.0% | +85.7% |
| 5Y | +84.9% | -69.6% | +154.5% | +99.3% |
| All | +272.8% | +104.4% | +168.5% | +146.8% |
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