+39.4%
PM vs DOCU
+11.4%
+28.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.7% | -4.7% |
| 7D | -3.4% | -3.2% | -0.1% | -3.5% |
| 30D | +5.8% | +15.7% | -9.9% | +6.6% |
| 3M | +6.7% | +37.3% | -30.6% | +8.5% |
| 6M | +19.9% | +63.1% | -43.2% | +24.1% |
| YTD | +27.8% | +15.4% | +12.4% | +33.4% |
| 1Y | +39.4% | +11.3% | +28.1% | +45.4% |
| All | +39.4% | +11.4% | +28.0% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling