+84.2%
DOCN vs PNC
+65.8%
+18.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.6% | +5.4% | +6.1% |
| 7D | -12.8% | -0.2% | -12.6% | -12.4% |
| 30D | -41.9% | +6.5% | -48.4% | -44.4% |
| 3M | -36.9% | -7.6% | -29.4% | -33.3% |
| 6M | -52.2% | +8.5% | -60.7% | -55.7% |
| YTD | +62.7% | +14.5% | +48.3% | +43.8% |
| 1Y | +58.2% | +29.7% | +28.5% | +26.7% |
| 3Y | +219.5% | +115.7% | +103.8% | +80.7% |
| 5Y | -32.9% | +34.6% | -67.5% | -49.9% |
| All | +84.2% | +65.8% | +18.4% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling