+111.8%
PNC vs DOCU
+104.6%
+7.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | -0.2% | -4.8% | +4.6% | +0.3% |
| 30D | +6.5% | +9.4% | -2.9% | +5.5% |
| 3M | -7.6% | +29.0% | -36.6% | -10.2% |
| 6M | +8.5% | +62.3% | -53.8% | +2.5% |
| YTD | +14.5% | +13.7% | +0.8% | +11.8% |
| 1Y | +29.7% | +11.5% | +18.2% | +26.9% |
| 3Y | +115.7% | +94.2% | +21.5% | +95.9% |
| 5Y | +34.6% | -71.7% | +106.4% | +33.2% |
| All | +111.8% | +104.6% | +7.2% | +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