+106.4%
PNC vs DOCU
+104.2%
+2.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | -1.1% | -5.5% | +4.5% | -0.5% |
| 30D | +4.5% | +12.6% | -8.2% | +3.2% |
| 3M | -10.0% | +36.4% | -46.4% | -13.1% |
| 6M | +3.1% | +66.8% | -63.7% | -2.9% |
| YTD | +11.5% | +13.5% | -1.9% | +8.9% |
| 1Y | +27.3% | +11.3% | +16.0% | +24.5% |
| 3Y | +106.4% | +92.1% | +14.3% | +87.6% |
| 5Y | +31.1% | -71.0% | +102.1% | +29.6% |
| All | +106.4% | +104.2% | +2.2% | +53.1% |
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