+252.3%
DOCN vs PTC
+32.2%
+220.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.6% | -7.7% | -7.3% |
| 7D | -20.0% | +0.1% | -20.1% | -20.1% |
| 30D | -38.8% | +1.5% | -40.3% | -39.0% |
| 3M | -34.8% | +37.8% | -72.6% | -42.5% |
| 6M | -22.8% | +41.2% | -64.0% | -34.0% |
| YTD | +74.6% | +12.0% | +62.6% | +78.1% |
| 1Y | +116.4% | +1.6% | +114.8% | +136.3% |
| All | +252.3% | +32.2% | +220.0% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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