+245.1%
TXN vs DOCU
+107.7%
+137.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -2.0% | -8.7% | -10.4% |
| 7D | -10.7% | -3.2% | -7.5% | -10.2% |
| 30D | -6.0% | +15.7% | -21.6% | -8.4% |
| 3M | +0.6% | +37.3% | -36.6% | -5.1% |
| 6M | 0.0% | +63.1% | -63.1% | -9.5% |
| YTD | +63.8% | +15.4% | +48.4% | +56.7% |
| 1Y | +73.8% | +11.3% | +62.4% | +67.1% |
| 3Y | +100.9% | +92.1% | +8.8% | +68.0% |
| 5Y | +65.5% | -70.5% | +136.0% | +79.6% |
| All | +245.1% | +107.7% | +137.4% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling