+198.1%
DOCN vs PNR
+5.5%
+192.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.6% | +15.3% | +14.9% |
| 7D | +16.3% | -3.0% | +19.3% | +19.1% |
| 30D | +2.0% | -14.9% | +17.0% | +15.8% |
| 3M | -25.2% | -19.0% | -6.1% | -14.4% |
| 6M | +132.7% | -35.9% | +168.6% | +229.3% |
| YTD | +163.3% | -43.1% | +206.4% | +313.0% |
| 1Y | +280.3% | -46.4% | +326.7% | +533.5% |
| 3Y | +371.8% | -10.8% | +382.7% | +361.9% |
| 5Y | +87.1% | -18.9% | +106.0% | +87.3% |
| All | +198.1% | +5.5% | +192.6% | +199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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