+35.6%
PFE vs DOCN
+110.0%
-74.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.2% | +9.8% | +2.5% |
| 7D | +4.6% | -20.0% | +24.6% | +4.3% |
| 30D | +12.3% | -38.8% | +51.1% | +12.1% |
| 3M | +21.2% | -34.8% | +56.0% | +21.0% |
| 6M | +21.1% | -22.8% | +43.9% | +19.3% |
| YTD | +30.0% | +74.6% | -44.6% | +21.6% |
| 1Y | +35.6% | +116.4% | -80.8% | +26.1% |
| All | +35.6% | +110.0% | -74.5% | +26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling