+35.6%
PFE vs DOCU
+11.6%
+24.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.5% | +2.6% |
| 7D | +4.6% | -3.7% | +8.3% | +4.7% |
| 30D | +12.3% | +15.0% | -2.6% | +11.7% |
| 3M | +21.2% | +39.9% | -18.7% | +19.4% |
| 6M | +21.1% | +66.2% | -45.1% | +18.8% |
| YTD | +30.0% | +17.7% | +12.3% | +25.8% |
| 1Y | +35.6% | +13.7% | +21.9% | +31.7% |
| All | +35.6% | +11.6% | +24.0% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling