+111.9%
DOCN vs PNC
+65.6%
+46.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.7% |
| 7D | +27.4% | +1.9% | +25.5% | +25.8% |
| 30D | -29.7% | +6.2% | -36.0% | -32.6% |
| 3M | -32.5% | -8.7% | -23.7% | -27.9% |
| 6M | -42.2% | +9.2% | -51.4% | -46.7% |
| YTD | +87.2% | +14.3% | +72.9% | +65.6% |
| 1Y | +86.2% | +27.7% | +58.5% | +51.0% |
| 3Y | +257.4% | +113.5% | +143.9% | +103.6% |
| 5Y | -27.4% | +36.7% | -64.1% | -45.7% |
| All | +111.9% | +65.6% | +46.3% | +59.7% |
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