+172.3%
PCAR vs DOCU
-78.0%
+250.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.2% |
| 7D | -0.5% | +6.9% | -7.4% | -1.1% |
| 30D | -6.2% | +19.0% | -25.2% | -7.7% |
| 3M | +5.9% | +34.3% | -28.4% | +3.0% |
| 6M | +0.4% | +48.0% | -47.6% | -3.6% |
| YTD | +14.8% | 0.0% | +14.8% | +14.2% |
| 1Y | +30.1% | -10.3% | +40.4% | +30.5% |
| 3Y | +66.7% | +32.4% | +34.3% | +58.3% |
| All | +172.3% | -78.0% | +250.3% | +159.7% |
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