+207.3%
PSX vs DOCU
+107.7%
+99.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.0% | -2.9% | -4.7% |
| 7D | -9.7% | -3.2% | -6.5% | -9.5% |
| 30D | -8.4% | +15.7% | -24.1% | -9.5% |
| 3M | +22.6% | +37.3% | -14.7% | +19.2% |
| 6M | +38.8% | +63.1% | -24.4% | +32.6% |
| YTD | +95.5% | +15.4% | +80.1% | +91.7% |
| 1Y | +87.1% | +11.3% | +75.8% | +83.9% |
| 3Y | +133.5% | +92.1% | +41.5% | +117.3% |
| 5Y | +280.9% | -70.5% | +351.4% | +289.4% |
| All | +207.3% | +107.7% | +99.6% | +102.8% |
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