+272.9%
PM vs DOCU
+107.7%
+165.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.7% | -4.6% |
| 7D | -3.4% | -3.2% | -0.1% | -3.3% |
| 30D | +5.8% | +15.7% | -9.9% | +5.5% |
| 3M | +6.7% | +37.3% | -30.6% | +5.9% |
| 6M | +19.9% | +63.1% | -43.2% | +18.5% |
| YTD | +27.8% | +15.4% | +12.4% | +27.3% |
| 1Y | +39.4% | +11.3% | +28.1% | +39.0% |
| 3Y | +146.9% | +92.1% | +54.8% | +138.7% |
| 5Y | +166.6% | -70.5% | +237.1% | +167.9% |
| All | +272.9% | +107.7% | +165.2% | +208.7% |
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