+191.7%
PH vs DOCU
-71.9%
+263.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.7% |
| 7D | -3.9% | -3.2% | -0.7% | -3.5% |
| 30D | -9.4% | +15.7% | -25.1% | -11.3% |
| 3M | -10.3% | +37.3% | -47.6% | -14.7% |
| 6M | +2.7% | +63.1% | -60.4% | -5.5% |
| YTD | +2.1% | +15.4% | -13.2% | -1.3% |
| 1Y | +16.2% | +11.3% | +4.9% | +12.8% |
| 3Y | +129.3% | +92.1% | +37.2% | +97.3% |
| 5Y | +191.7% | -70.5% | +262.2% | +177.4% |
| All | +191.7% | -71.9% | +263.6% | +177.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling