+219.1%
TXN vs DOCU
+80.0%
+139.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.2% |
| 7D | -0.1% | +6.9% | -7.0% | -1.2% |
| 30D | -6.9% | +19.0% | -25.9% | -9.9% |
| 3M | -14.9% | +34.3% | -49.2% | -19.7% |
| 6M | +29.0% | +48.0% | -19.0% | +18.3% |
| YTD | +51.5% | 0.0% | +51.5% | +48.9% |
| 1Y | +41.6% | -10.3% | +51.8% | +41.5% |
| 3Y | +65.8% | +32.4% | +33.4% | +48.8% |
| 5Y | +56.8% | -77.9% | +134.8% | +80.3% |
| All | +219.1% | +80.0% | +139.0% | +116.4% |
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