-61.5%
DOCS vs PEG
-7.0%
-54.6%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.6% | -2.8% |
| 7D | -1.4% | +0.7% | -2.1% | -1.3% |
| 30D | +21.8% | -2.4% | +24.3% | +21.1% |
| 3M | +27.3% | -4.8% | +32.1% | +25.9% |
| 6M | -0.3% | -10.7% | +10.4% | -2.8% |
| YTD | -40.5% | -6.7% | -33.8% | -42.5% |
| 1Y | -61.5% | -6.8% | -54.7% | -62.8% |
| All | -61.5% | -7.0% | -54.6% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling