+54.5%
PCG vs DOCS
-73.4%
+127.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.8% | +5.2% | +2.6% |
| 7D | -13.9% | -1.4% | -12.4% | -13.8% |
| 30D | -16.9% | +21.8% | -38.7% | -17.9% |
| 3M | -14.7% | +27.3% | -42.0% | -16.0% |
| 6M | -23.8% | -0.3% | -23.5% | -24.2% |
| YTD | -10.5% | -40.5% | +30.0% | -8.4% |
| 1Y | -5.1% | -61.5% | +56.4% | -0.4% |
| 3Y | -11.6% | +8.2% | -19.8% | -15.6% |
| All | +54.5% | -73.4% | +127.9% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling