+15.2%
PLD vs DOCU
-78.0%
+93.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.2% |
| 7D | -2.4% | +6.9% | -9.3% | -3.3% |
| 30D | -2.4% | +19.0% | -21.4% | -4.8% |
| 3M | -3.8% | +34.3% | -38.1% | -7.9% |
| 6M | 0.0% | +48.0% | -48.0% | -6.1% |
| YTD | +9.2% | 0.0% | +9.2% | +8.1% |
| 1Y | +25.9% | -10.3% | +36.2% | +26.1% |
| 3Y | +21.3% | +32.4% | -11.1% | +10.7% |
| All | +15.2% | -78.0% | +93.2% | +10.0% |
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