+31.8%
PSA vs DOCU
-71.9%
+103.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.5% |
| 7D | +7.4% | -3.2% | +10.6% | +7.7% |
| 30D | +19.1% | +15.7% | +3.4% | +17.7% |
| 3M | +5.1% | +37.3% | -32.2% | +2.3% |
| 6M | +16.2% | +63.1% | -46.9% | +11.2% |
| YTD | +35.2% | +15.4% | +19.8% | +32.8% |
| 1Y | +27.1% | +11.3% | +15.8% | +25.3% |
| 3Y | +51.7% | +92.1% | -40.3% | +39.2% |
| 5Y | +31.8% | -70.5% | +102.3% | +25.2% |
| All | +31.8% | -71.9% | +103.7% | +25.2% |
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