+207.9%
PDD vs DOCU
+26.7%
+181.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.4% |
| 7D | -4.1% | +6.9% | -11.0% | -6.1% |
| 30D | -9.6% | +19.0% | -28.6% | -15.1% |
| 3M | -4.3% | +34.3% | -38.6% | -13.9% |
| 6M | -18.8% | +48.0% | -66.8% | -30.0% |
| YTD | -27.5% | 0.0% | -27.5% | -29.6% |
| 1Y | -33.6% | -10.3% | -23.4% | -34.0% |
| 3Y | -20.4% | +32.4% | -52.8% | -37.5% |
| 5Y | -19.6% | -77.9% | +58.4% | +4.0% |
| All | +207.9% | +26.7% | +181.2% | +112.9% |
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