+149.9%
PG vs DOCU
+80.0%
+69.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.4% |
| 7D | +1.9% | +6.9% | -5.0% | +1.7% |
| 30D | -0.2% | +19.0% | -19.2% | -0.7% |
| 3M | +4.8% | +34.3% | -29.5% | +4.0% |
| 6M | -6.1% | +48.0% | -54.1% | -7.1% |
| YTD | +4.5% | 0.0% | +4.4% | +4.4% |
| 1Y | -5.3% | -10.3% | +5.0% | -5.1% |
| 3Y | +2.6% | +32.4% | -29.8% | +0.6% |
| 5Y | +15.6% | -77.9% | +93.5% | +17.8% |
| All | +149.9% | +80.0% | +69.9% | +127.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling