+26.5%
PG vs DOCN
+205.3%
-178.8%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +12.6% | -13.2% | -0.5% |
| 7D | -0.4% | +16.3% | -16.7% | -0.3% |
| 30D | -0.1% | +2.0% | -2.2% | -0.1% |
| 3M | +1.1% | -25.2% | +26.3% | +1.0% |
| 6M | -3.8% | +132.7% | -136.5% | -3.5% |
| YTD | +3.8% | +163.3% | -159.4% | +4.2% |
| 1Y | -5.8% | +280.3% | -286.1% | -5.6% |
| 3Y | +3.0% | +371.8% | -368.8% | +2.6% |
| 5Y | +14.5% | +87.1% | -72.6% | +13.6% |
| All | +26.5% | +205.3% | -178.8% | +30.0% |
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