+53.8%
PSA vs DOCU
+96.5%
-42.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.2% |
| 7D | -2.1% | -0.4% | -1.6% | -2.0% |
| 30D | +16.2% | +12.9% | +3.3% | +15.4% |
| 3M | +4.3% | +35.1% | -30.7% | +2.4% |
| 6M | +9.9% | +76.2% | -66.3% | +6.0% |
| YTD | +33.3% | +17.2% | +16.1% | +32.3% |
| 1Y | +25.8% | +16.4% | +9.4% | +24.9% |
| All | +53.8% | +96.5% | -42.7% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling