+207.7%
PDD vs DOCU
+49.0%
+158.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | +6.0% | -3.7% | +9.7% | +7.3% |
| 30D | +5.5% | +15.0% | -9.5% | +0.7% |
| 3M | -9.8% | +39.9% | -49.7% | -19.8% |
| 6M | -16.0% | +66.2% | -82.1% | -30.0% |
| YTD | -27.6% | +17.7% | -45.2% | -33.5% |
| 1Y | -38.6% | +13.7% | -52.3% | -43.2% |
| 3Y | -22.8% | +95.9% | -118.7% | -47.4% |
| 5Y | -5.2% | -71.7% | +66.5% | +12.9% |
| All | +207.7% | +49.0% | +158.6% | +101.1% |
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