-23.8%
PCG vs DOCU
+47.4%
-71.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.7% | -1.3% | +2.8% |
| 7D | -13.9% | +6.9% | -20.7% | -13.1% |
| 30D | -16.9% | +19.0% | -35.9% | -15.7% |
| 3M | -14.7% | +34.3% | -49.0% | -13.6% |
| 6M | -23.8% | +48.0% | -71.8% | -21.0% |
| All | -23.8% | +47.4% | -71.3% | -21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling