+347.2%
PGR vs DOCU
+71.3%
+275.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.0% | -1.5% |
| 7D | -2.6% | +0.7% | -3.2% | -2.6% |
| 30D | -0.2% | +8.0% | -8.2% | -0.8% |
| 3M | +7.4% | +41.0% | -33.6% | +4.6% |
| 6M | +2.1% | +33.7% | -31.5% | -0.3% |
| YTD | +0.5% | -4.9% | +5.3% | +0.2% |
| 1Y | -6.9% | -20.4% | +13.4% | -6.2% |
| 3Y | +73.2% | +29.6% | +43.6% | +65.7% |
| 5Y | +154.8% | -76.9% | +231.6% | +173.3% |
| All | +347.2% | +71.3% | +275.9% | +222.5% |
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