+14.8%
PL vs DOCU
-65.0%
+79.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -2.0% | -8.2% | -9.5% |
| 7D | -20.5% | -3.2% | -17.3% | -19.7% |
| 30D | -38.8% | +15.7% | -54.5% | -41.9% |
| 3M | -49.1% | +37.3% | -86.4% | -54.9% |
| 6M | -69.4% | +63.1% | -132.5% | -75.0% |
| YTD | -42.3% | +15.4% | -57.7% | -47.5% |
| 1Y | -14.2% | +11.3% | -25.5% | -20.6% |
| 3Y | +398.7% | +92.1% | +306.6% | +260.9% |
| 5Y | +11.1% | -70.5% | +81.6% | +13.6% |
| All | +14.8% | -65.0% | +79.8% | +15.5% |
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