-76.5%
DOCU vs PFGC
+111.4%
-187.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +4.0% |
| 7D | +6.9% | -2.2% | +9.1% | +8.1% |
| 30D | +19.0% | -11.9% | +30.9% | +27.0% |
| 3M | +34.3% | +5.0% | +29.3% | +29.7% |
| 6M | +48.0% | +8.6% | +39.4% | +38.5% |
| YTD | 0.0% | +9.7% | -9.7% | -8.9% |
| 1Y | -10.3% | -6.3% | -4.0% | -9.7% |
| 3Y | +32.4% | +58.2% | -25.8% | -9.2% |
| All | -76.5% | +111.4% | -187.9% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 5y: compounded portfolio wealth divided by compounded PFGC 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…
5y analysis · Full analysis span regression · 6 months rolling