+81.2%
PAAS vs DOCU
-71.6%
+152.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.3% |
| 7D | -1.1% | -3.7% | +2.6% | -0.7% |
| 30D | -8.5% | +15.0% | -23.4% | -9.9% |
| 3M | -7.3% | +39.9% | -47.2% | -11.0% |
| 6M | -18.3% | +66.2% | -84.4% | -23.5% |
| YTD | -19.2% | +17.7% | -36.9% | -21.3% |
| 1Y | +26.1% | +13.7% | +12.5% | +23.3% |
| 3Y | +183.6% | +95.9% | +87.7% | +147.9% |
| 5Y | +81.2% | -71.7% | +152.8% | +70.0% |
| All | +81.2% | -71.6% | +152.7% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling