+244.1%
TXN vs DOCU
+104.2%
+139.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -7.8% | -5.5% | -2.3% | -6.9% |
| 30D | -3.6% | +12.6% | -16.2% | -5.6% |
| 3M | +0.1% | +36.4% | -36.3% | -5.5% |
| 6M | -3.2% | +66.8% | -70.0% | -12.7% |
| YTD | +63.4% | +13.5% | +49.9% | +56.7% |
| 1Y | +75.6% | +11.3% | +64.3% | +68.8% |
| 3Y | +104.0% | +92.1% | +12.0% | +70.6% |
| 5Y | +65.0% | -71.0% | +136.0% | +79.6% |
| All | +244.1% | +104.2% | +139.9% | +127.8% |
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