+91.2%
TXN vs DOCU
+18.5%
+72.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -2.7% |
| 7D | +9.5% | +4.1% | +5.4% | +10.1% |
| 30D | +8.7% | +7.4% | +1.4% | +10.0% |
| 3M | +11.6% | +26.0% | -14.4% | +16.2% |
| 6M | +0.1% | +79.2% | -79.1% | +12.7% |
| YTD | +78.8% | +18.1% | +60.7% | +105.5% |
| 1Y | +91.2% | +20.5% | +70.7% | +119.0% |
| All | +91.2% | +18.5% | +72.7% | +119.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling