+144.8%
PLD vs DOCU
+107.7%
+37.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.2% | -1.9% |
| 7D | +0.4% | -3.2% | +3.6% | +0.8% |
| 30D | -0.1% | +15.7% | -15.8% | -2.1% |
| 3M | -7.9% | +37.3% | -45.2% | -12.2% |
| 6M | -7.0% | +63.1% | -70.1% | -13.8% |
| YTD | +3.1% | +15.4% | -12.3% | -0.4% |
| 1Y | +7.1% | +11.3% | -4.2% | +3.9% |
| 3Y | +32.9% | +92.1% | -59.2% | +15.2% |
| 5Y | +1.5% | -70.5% | +72.0% | +4.6% |
| All | +144.8% | +107.7% | +37.1% | +83.6% |
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