-31.1%
DOCN vs PEG
+36.2%
-67.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.2% | -15.7% | -15.8% |
| 7D | -29.3% | -0.7% | -28.6% | -29.2% |
| 30D | -46.0% | +1.9% | -47.9% | -46.5% |
| 3M | -43.2% | -2.3% | -40.8% | -42.9% |
| 6M | -53.7% | -6.7% | -47.0% | -53.0% |
| YTD | +46.9% | -6.6% | +53.5% | +47.9% |
| 1Y | +54.3% | -5.3% | +59.7% | +54.3% |
| 3Y | +185.5% | +26.8% | +158.7% | +140.4% |
| 5Y | -31.1% | +34.7% | -65.8% | -41.1% |
| All | -31.1% | +36.2% | -67.3% | -41.1% |
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