+87.1%
DOCN vs PNC
+65.8%
+21.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -12.1% | +0.8% | -13.0% | -12.4% |
| 30D | -41.0% | +6.5% | -47.5% | -43.5% |
| 3M | -38.7% | -7.3% | -31.4% | -35.3% |
| 6M | -51.5% | +8.5% | -60.0% | -55.1% |
| YTD | +65.3% | +14.5% | +50.8% | +46.1% |
| 1Y | +53.9% | +29.1% | +24.8% | +23.7% |
| 3Y | +215.6% | +113.7% | +101.8% | +79.5% |
| 5Y | -26.2% | +35.7% | -61.8% | -44.9% |
| All | +87.1% | +65.8% | +21.3% | +40.9% |
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