+344.4%
PBR vs DOCU
+110.9%
+233.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.2% | -5.7% | -2.7% |
| 7D | -9.1% | -0.4% | -8.7% | -9.1% |
| 30D | -29.9% | +12.9% | -42.8% | -30.5% |
| 3M | +2.3% | +35.1% | -32.8% | +0.1% |
| 6M | -10.9% | +76.2% | -87.1% | -14.6% |
| YTD | +56.9% | +17.2% | +39.7% | +54.3% |
| 1Y | +38.0% | +16.4% | +21.6% | +35.8% |
| 3Y | +64.8% | +95.6% | -30.8% | +52.9% |
| 5Y | +447.1% | -68.5% | +515.6% | +479.6% |
| All | +344.4% | +110.9% | +233.5% | +270.1% |
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