+563.0%
PH vs DOCU
+80.0%
+483.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.7% |
| 7D | -3.1% | +6.9% | -10.0% | -3.9% |
| 30D | -3.2% | +19.0% | -22.2% | -5.7% |
| 3M | +10.6% | +34.3% | -23.7% | +5.5% |
| 6M | -2.1% | +48.0% | -50.1% | -8.6% |
| YTD | +10.2% | 0.0% | +10.2% | +8.7% |
| 1Y | +28.2% | -10.3% | +38.5% | +28.1% |
| 3Y | +134.9% | +32.4% | +102.5% | +116.5% |
| 5Y | +253.6% | -77.9% | +331.6% | +279.0% |
| All | +563.0% | +80.0% | +483.0% | +385.8% |
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