+70.5%
DOCN vs PNC
+61.6%
+9.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.0% |
| 7D | -19.2% | -1.1% | -18.1% | -18.3% |
| 30D | -43.1% | +4.5% | -47.5% | -44.8% |
| 3M | -40.7% | -10.0% | -30.7% | -36.1% |
| 6M | -55.0% | +3.1% | -58.1% | -56.7% |
| YTD | +50.6% | +11.5% | +39.1% | +35.5% |
| 1Y | +54.0% | +27.3% | +26.7% | +24.9% |
| 3Y | +203.9% | +106.4% | +97.5% | +77.1% |
| 5Y | -29.4% | +31.1% | -60.5% | -46.4% |
| All | +70.5% | +61.6% | +9.0% | +30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling