+91.0%
DOCN vs PFG
+37.6%
+53.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.7% | -4.3% |
| 7D | +19.1% | +2.4% | +16.7% | +18.3% |
| 30D | -21.0% | +5.9% | -26.9% | -21.3% |
| 3M | -34.7% | -0.4% | -34.3% | -34.8% |
| 6M | -45.8% | +14.8% | -60.6% | -49.3% |
| YTD | +79.4% | +31.9% | +47.5% | +55.8% |
| 1Y | +91.0% | +38.8% | +52.2% | +60.0% |
| All | +91.0% | +37.6% | +53.4% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling