+95.5%
PSX vs DOCU
+18.5%
+77.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | +7.8% | +4.1% | +3.7% | +7.6% |
| 30D | -10.9% | +7.4% | -18.2% | -11.1% |
| 3M | +14.5% | +26.0% | -11.5% | +13.9% |
| 6M | +56.1% | +79.2% | -23.1% | +53.6% |
| YTD | +109.6% | +18.1% | +91.5% | +109.3% |
| 1Y | +95.5% | +20.5% | +75.0% | +94.0% |
| All | +95.5% | +18.5% | +77.0% | +94.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling