+92.1%
DOCU vs PTC
+32.2%
+59.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | -5.5% | -0.2% | -5.3% | -5.4% |
| 30D | +12.6% | +0.8% | +11.9% | +12.2% |
| 3M | +36.4% | +32.1% | +4.3% | +15.3% |
| 6M | +66.8% | +42.6% | +24.2% | +32.1% |
| YTD | +13.5% | +12.0% | +1.5% | +6.4% |
| 1Y | +11.3% | +12.2% | -0.9% | +4.5% |
| 3Y | +92.1% | +31.2% | +60.8% | +30.7% |
| All | +92.1% | +32.2% | +59.9% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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