-10.5%
PCG vs DOCN
+324.7%
-335.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +2.3% |
| 7D | -13.9% | +1.1% | -15.0% | -13.9% |
| 30D | -16.9% | -9.6% | -7.2% | -16.6% |
| 3M | -14.7% | -37.7% | +23.0% | -13.4% |
| 6M | -23.8% | +115.2% | -139.0% | -28.4% |
| YTD | -10.5% | +133.7% | -144.2% | -16.7% |
| 1Y | -5.1% | +250.2% | -255.3% | -14.7% |
| All | -10.5% | +324.7% | -335.3% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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