+390.9%
PGR vs DOCU
+112.5%
+278.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.6% | +0.1% |
| 7D | +3.5% | +4.1% | -0.5% | +3.2% |
| 30D | +10.5% | +7.4% | +3.1% | +9.9% |
| 3M | +12.9% | +26.0% | -13.1% | +11.0% |
| 6M | +20.4% | +79.2% | -58.8% | +15.2% |
| YTD | +10.3% | +18.1% | -7.8% | +8.3% |
| 1Y | +12.5% | +20.5% | -8.0% | +10.3% |
| 3Y | +59.3% | +96.4% | -37.1% | +47.8% |
| 5Y | +173.9% | -69.5% | +243.4% | +187.5% |
| All | +390.9% | +112.5% | +278.4% | +248.5% |
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