+104.0%
TXN vs DOCU
+87.9%
+16.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.1% |
| 7D | -7.8% | -5.5% | -2.3% | -7.4% |
| 30D | -3.6% | +12.6% | -16.2% | -4.6% |
| 3M | +0.1% | +36.4% | -36.3% | -2.9% |
| 6M | -3.2% | +66.8% | -70.0% | -8.6% |
| YTD | +63.4% | +13.5% | +49.9% | +64.2% |
| 1Y | +75.6% | +11.3% | +64.3% | +76.8% |
| 3Y | +104.0% | +92.1% | +12.0% | +75.1% |
| All | +104.0% | +87.9% | +16.1% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling