+188.0%
PG vs DOCU
+110.9%
+77.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -0.7% |
| 7D | +0.2% | -0.4% | +0.6% | +0.2% |
| 30D | +10.2% | +12.9% | -2.8% | +9.8% |
| 3M | +16.2% | +35.1% | -18.8% | +15.4% |
| 6M | +18.6% | +76.2% | -57.6% | +16.9% |
| YTD | +20.4% | +17.2% | +3.2% | +19.8% |
| 1Y | +16.2% | +16.4% | -0.3% | +15.6% |
| 3Y | +19.9% | +95.6% | -75.7% | +16.1% |
| 5Y | +30.3% | -68.5% | +98.8% | +31.1% |
| All | +188.0% | +110.9% | +77.1% | +161.3% |
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