+214.4%
PDD vs DOCU
+46.1%
+168.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.8% |
| 7D | +5.9% | -3.2% | +9.1% | +6.9% |
| 30D | +7.1% | +15.7% | -8.6% | +2.0% |
| 3M | -7.7% | +37.3% | -45.0% | -17.5% |
| 6M | -13.2% | +63.1% | -76.4% | -27.3% |
| YTD | -26.0% | +15.4% | -41.3% | -31.6% |
| 1Y | -38.4% | +11.3% | -49.7% | -42.7% |
| 3Y | -21.1% | +92.1% | -113.2% | -45.9% |
| 5Y | +0.3% | -70.5% | +70.8% | +17.8% |
| All | +214.4% | +46.1% | +168.3% | +106.7% |
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 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