-27.6%
DOCU vs PLTD
-77.8%
+50.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.9% | +4.8% |
| 7D | +6.9% | +5.9% | +1.0% | +8.5% |
| 30D | +19.0% | -11.6% | +30.6% | +16.3% |
| 3M | +34.3% | -29.9% | +64.2% | +27.0% |
| 6M | +48.0% | -28.5% | +76.5% | +42.4% |
| YTD | 0.0% | -20.4% | +20.4% | -0.8% |
| 1Y | -10.3% | -33.3% | +23.0% | -14.0% |
| All | -27.6% | -77.8% | +50.2% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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