-27.5%
DOCN vs PEG
+43.5%
-70.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.4% | -5.6% | -4.7% |
| 7D | +19.1% | +4.5% | +14.6% | +17.3% |
| 30D | -21.0% | +7.5% | -28.6% | -23.2% |
| 3M | -34.7% | +0.8% | -35.6% | -35.0% |
| 6M | -45.8% | 0.0% | -45.8% | -46.2% |
| YTD | +79.4% | -3.0% | +82.4% | +78.4% |
| 1Y | +91.0% | -4.7% | +95.8% | +91.5% |
| 3Y | +237.5% | +36.5% | +201.0% | +169.5% |
| All | -27.5% | +43.5% | -70.9% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling