+87.1%
DOCN vs PEG
+54.6%
+32.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.7% |
| 7D | -12.1% | +2.6% | -14.7% | -12.6% |
| 30D | -41.0% | +3.3% | -44.3% | -41.5% |
| 3M | -38.7% | +1.1% | -39.8% | -38.9% |
| 6M | -51.5% | -1.4% | -50.1% | -51.6% |
| YTD | +65.3% | -4.6% | +69.8% | +65.3% |
| 1Y | +53.9% | -7.2% | +61.1% | +55.5% |
| 3Y | +215.6% | +33.7% | +181.8% | +176.3% |
| 5Y | -26.2% | +40.8% | -67.0% | -33.0% |
| All | +87.1% | +54.6% | +32.5% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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