-16.4%
PINS vs DOCU
+28.6%
-45.0%
-82.7%
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% | -3.7% |
| 7D | -12.0% | +6.9% | -18.9% | -14.6% |
| 30D | -12.7% | +19.0% | -31.7% | -19.4% |
| 3M | -5.5% | +34.3% | -39.8% | -17.7% |
| 6M | +5.3% | +48.0% | -42.7% | -12.5% |
| YTD | -21.2% | 0.0% | -21.2% | -23.4% |
| 1Y | -45.0% | -10.3% | -34.8% | -44.5% |
| 3Y | -26.2% | +32.4% | -58.6% | -42.3% |
| 5Y | -64.0% | -77.9% | +14.0% | -49.5% |
| All | -16.4% | +28.6% | -45.0% | -35.9% |
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