+355.6%
PGR vs DOCU
+80.0%
+275.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -2.5% |
| 7D | +0.1% | +6.9% | -6.7% | -0.3% |
| 30D | +2.9% | +19.0% | -16.1% | +1.6% |
| 3M | +12.1% | +34.3% | -22.2% | +9.6% |
| 6M | +3.7% | +48.0% | -44.3% | +0.4% |
| YTD | +2.4% | 0.0% | +2.3% | +1.7% |
| 1Y | -6.4% | -10.3% | +3.9% | -6.5% |
| 3Y | +76.8% | +32.4% | +44.4% | +69.0% |
| 5Y | +154.3% | -77.9% | +232.3% | +175.1% |
| All | +355.6% | +80.0% | +275.6% | +227.4% |
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