+112.5%
PNC vs DOCU
+110.9%
+1.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.9% | 0.0% |
| 7D | -0.6% | -0.4% | -0.2% | -0.6% |
| 30D | +5.8% | +12.9% | -7.1% | +4.5% |
| 3M | -7.9% | +35.1% | -43.0% | -10.9% |
| 6M | +10.0% | +76.2% | -66.2% | +3.0% |
| YTD | +14.8% | +17.2% | -2.4% | +11.8% |
| 1Y | +29.7% | +16.4% | +13.2% | +26.3% |
| 3Y | +114.4% | +95.6% | +18.8% | +94.6% |
| 5Y | +36.0% | -68.5% | +104.5% | +33.6% |
| All | +112.5% | +110.9% | +1.5% | +57.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling