-18.9%
PINS vs DOCU
+48.3%
-67.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.0% | -4.8% | -5.9% |
| 7D | -0.7% | -3.2% | +2.6% | +0.7% |
| 30D | -1.2% | +15.7% | -16.9% | -7.0% |
| 3M | -15.3% | +37.3% | -52.6% | -26.5% |
| 6M | -11.2% | +63.1% | -74.3% | -29.0% |
| YTD | -23.6% | +15.4% | -38.9% | -30.1% |
| 1Y | -23.1% | +11.3% | -34.5% | -28.9% |
| 3Y | -36.0% | +92.1% | -128.1% | -57.6% |
| 5Y | -57.2% | -70.5% | +13.3% | -46.6% |
| All | -18.9% | +48.3% | -67.2% | -41.5% |
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