+70.5%
DOCN vs PEG
+50.4%
+20.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.7% |
| 7D | -19.2% | -2.3% | -16.9% | -18.7% |
| 30D | -43.1% | +1.2% | -44.3% | -43.3% |
| 3M | -40.7% | -2.4% | -38.3% | -40.4% |
| 6M | -55.0% | -6.9% | -48.1% | -54.4% |
| YTD | +50.6% | -7.2% | +57.8% | +51.6% |
| 1Y | +54.0% | -8.9% | +62.8% | +56.0% |
| 3Y | +203.9% | +27.1% | +176.8% | +169.9% |
| 5Y | -29.4% | +33.8% | -63.2% | -36.6% |
| All | +70.5% | +50.4% | +20.2% | +65.8% |
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