+54.5%
PCG vs DOCU
-78.0%
+132.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.7% | -1.3% | +2.1% |
| 7D | -13.9% | +6.9% | -20.7% | -14.4% |
| 30D | -16.9% | +19.0% | -35.9% | -18.2% |
| 3M | -14.7% | +34.3% | -49.0% | -17.2% |
| 6M | -23.8% | +48.0% | -71.8% | -26.9% |
| YTD | -10.5% | 0.0% | -10.5% | -11.1% |
| 1Y | -5.1% | -10.3% | +5.2% | -4.9% |
| 3Y | -11.6% | +32.4% | -44.0% | -17.0% |
| All | +54.5% | -78.0% | +132.4% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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