+35.2%
PCG vs DOCS
-19.4%
+54.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | -1.1% |
| 7D | 0.0% | -1.3% | +1.3% | 0.0% |
| 30D | +5.8% | +19.4% | -13.6% | +5.1% |
| 3M | -22.8% | +53.4% | -76.2% | -24.3% |
| 6M | -18.4% | +28.8% | -47.2% | -19.6% |
| YTD | -16.9% | -25.1% | +8.2% | -16.1% |
| 1Y | -17.6% | -48.1% | +30.5% | -15.4% |
| 3Y | -20.0% | +51.4% | -71.3% | -23.8% |
| 5Y | +16.0% | -51.1% | +67.1% | +12.5% |
| All | +35.2% | -19.4% | +54.6% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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