+66.2%
DOCU vs PRU
+32.7%
+33.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.6% | -6.4% | -1.8% |
| 7D | -3.7% | +9.8% | -13.5% | -6.6% |
| 30D | +15.0% | +11.6% | +3.4% | +10.6% |
| 3M | +39.9% | +3.7% | +36.2% | +38.2% |
| 6M | +66.2% | +33.0% | +33.2% | +77.3% |
| All | +66.2% | +32.7% | +33.4% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 6mo: compounded portfolio wealth divided by compounded PRU 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…
6mo analysis · Full analysis span regression · 6 months rolling