+47.2%
PG vs DOCN
+88.7%
-41.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.0% | -6.3% | +1.9% |
| 7D | +2.9% | -12.8% | +15.7% | +2.7% |
| 30D | +12.0% | -41.9% | +54.0% | +11.3% |
| 3M | +16.2% | -36.9% | +53.1% | +15.7% |
| 6M | +16.6% | -52.2% | +68.8% | +15.9% |
| YTD | +20.9% | +62.7% | -41.9% | +20.6% |
| 1Y | +17.8% | +58.2% | -40.4% | +17.6% |
| 3Y | +21.2% | +219.5% | -198.3% | +20.0% |
| 5Y | +31.7% | -32.9% | +64.6% | +27.8% |
| All | +47.2% | +88.7% | -41.5% | +50.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling