+26.6%
PFE vs DOCU
+107.7%
-81.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.9% |
| 7D | -0.2% | -3.2% | +3.0% | -0.1% |
| 30D | +8.7% | +15.7% | -7.0% | +8.0% |
| 3M | +15.8% | +37.3% | -21.5% | +14.3% |
| 6M | +16.8% | +63.1% | -46.3% | +14.5% |
| YTD | +26.2% | +15.4% | +10.8% | +25.0% |
| 1Y | +29.9% | +11.3% | +18.6% | +28.8% |
| 3Y | +15.9% | +92.1% | -76.1% | +11.7% |
| 5Y | -20.6% | -70.5% | +49.9% | -21.1% |
| All | +26.6% | +107.7% | -81.1% | 0.0% |
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