+217.3%
PSX vs DOCU
+80.0%
+137.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.1% |
| 7D | +4.5% | +6.9% | -2.3% | +4.0% |
| 30D | +26.6% | +19.0% | +7.6% | +24.6% |
| 3M | +39.3% | +34.3% | +5.0% | +35.5% |
| 6M | +56.8% | +48.0% | +8.8% | +50.9% |
| YTD | +101.8% | 0.0% | +101.8% | +100.4% |
| 1Y | +99.6% | -10.3% | +109.9% | +99.6% |
| 3Y | +140.3% | +32.4% | +107.9% | +130.2% |
| 5Y | +339.3% | -77.9% | +417.3% | +360.0% |
| All | +217.3% | +80.0% | +137.3% | +112.0% |
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