+173.9%
PAAS vs DOCU
+107.7%
+66.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -2.0% |
| 7D | -0.4% | -3.2% | +2.8% | -0.1% |
| 30D | -11.6% | +15.7% | -27.3% | -12.9% |
| 3M | -15.6% | +37.3% | -52.9% | -18.3% |
| 6M | -19.1% | +63.1% | -82.3% | -23.4% |
| YTD | -20.9% | +15.4% | -36.3% | -22.7% |
| 1Y | +21.3% | +11.3% | +10.0% | +19.0% |
| 3Y | +177.4% | +92.1% | +85.3% | +150.6% |
| 5Y | +71.3% | -70.5% | +141.8% | +69.5% |
| All | +173.9% | +107.7% | +66.2% | +179.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling