+189.7%
PG vs DOCU
+104.4%
+85.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +4.1% | -3.4% | +7.4% | +4.2% |
| 30D | +12.3% | +9.3% | +3.0% | +12.0% |
| 3M | +15.9% | +30.2% | -14.3% | +15.2% |
| 6M | +16.8% | +62.1% | -45.3% | +15.3% |
| YTD | +21.1% | +13.5% | +7.6% | +20.6% |
| 1Y | +19.3% | +11.5% | +7.8% | +18.9% |
| 3Y | +20.6% | +89.5% | -68.9% | +16.9% |
| 5Y | +30.7% | -69.6% | +100.3% | +31.6% |
| All | +189.7% | +104.4% | +85.3% | +163.1% |
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