+205.6%
PSX vs DOCU
+104.2%
+101.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.1% | -0.4% |
| 7D | -13.1% | -5.5% | -7.6% | -12.7% |
| 30D | -9.5% | +12.6% | -22.2% | -10.4% |
| 3M | +20.2% | +36.4% | -16.2% | +16.9% |
| 6M | +44.9% | +66.8% | -21.9% | +38.2% |
| YTD | +94.4% | +13.5% | +80.9% | +90.9% |
| 1Y | +83.1% | +11.3% | +71.8% | +79.9% |
| 3Y | +132.2% | +92.1% | +40.1% | +116.1% |
| 5Y | +278.8% | -71.0% | +349.8% | +287.9% |
| All | +205.6% | +104.2% | +101.4% | +102.0% |
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 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