+116.1%
PNC vs DOCU
+98.0%
+18.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.5% |
| 7D | +3.1% | +4.1% | -1.0% | +2.6% |
| 30D | +7.6% | +7.4% | +0.3% | +6.8% |
| 3M | -8.1% | +26.0% | -34.2% | -10.5% |
| 6M | +12.6% | +79.2% | -66.6% | +4.5% |
| YTD | +15.0% | +18.1% | -3.1% | +12.5% |
| 1Y | +30.4% | +20.5% | +9.9% | +27.1% |
| 3Y | +116.1% | +96.4% | +19.7% | +87.6% |
| All | +116.1% | +98.0% | +18.1% | +87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling