+240.7%
DOCN vs PNC
+115.4%
+125.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.3% | +9.3% | +9.4% |
| 7D | +3.7% | -0.6% | +4.3% | +4.7% |
| 30D | -33.7% | +5.8% | -39.5% | -36.3% |
| 3M | -27.9% | -7.9% | -20.0% | -23.0% |
| 6M | -46.4% | +10.0% | -56.4% | -51.6% |
| YTD | +81.1% | +14.8% | +66.3% | +55.5% |
| 1Y | +74.3% | +29.7% | +44.6% | +32.7% |
| All | +240.7% | +115.4% | +125.3% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling