+164.6%
DOCN vs PEG
+51.2%
+113.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +3.0% | +2.8% |
| 7D | +1.1% | +0.7% | +0.4% | +1.0% |
| 30D | -9.6% | -2.4% | -7.2% | -9.1% |
| 3M | -37.7% | -4.8% | -32.9% | -37.1% |
| 6M | +115.2% | -10.7% | +125.9% | +120.7% |
| YTD | +133.7% | -6.7% | +140.4% | +135.3% |
| 1Y | +250.2% | -6.8% | +257.0% | +251.9% |
| 3Y | +320.3% | +34.5% | +285.8% | +267.1% |
| 5Y | +53.1% | +35.8% | +17.3% | +38.1% |
| All | +164.6% | +51.2% | +113.4% | +157.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling