+203.9%
DOCN vs PEG
+25.9%
+178.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | -19.2% | -2.3% | -16.9% | -18.9% |
| 30D | -43.1% | +1.2% | -44.3% | -43.2% |
| 3M | -40.7% | -2.4% | -38.3% | -40.5% |
| 6M | -55.0% | -6.9% | -48.1% | -54.6% |
| YTD | +50.6% | -7.2% | +57.8% | +50.7% |
| 1Y | +54.0% | -8.9% | +62.8% | +55.2% |
| 3Y | +203.9% | +27.1% | +176.8% | +166.7% |
| All | +203.9% | +25.9% | +178.0% | +166.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling