-17.9%
DOCU vs PLTD
-76.4%
+58.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -2.4% |
| 7D | -5.5% | +13.7% | -19.3% | -2.4% |
| 30D | +12.6% | +18.4% | -5.8% | +17.7% |
| 3M | +36.4% | -7.5% | +43.9% | +35.4% |
| 6M | +66.8% | -31.3% | +98.1% | +59.0% |
| YTD | +13.5% | -15.4% | +28.9% | +14.6% |
| 1Y | +11.3% | -18.4% | +29.7% | +12.0% |
| All | -17.9% | -76.4% | +58.5% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling