+53.5%
PNC vs DOCU
-78.0%
+131.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.3% |
| 7D | +1.4% | +6.9% | -5.5% | +0.5% |
| 30D | -3.8% | +19.0% | -22.8% | -6.2% |
| 3M | +9.0% | +34.3% | -25.3% | +4.2% |
| 6M | +16.6% | +48.0% | -31.4% | +9.4% |
| YTD | +20.4% | 0.0% | +20.4% | +19.1% |
| 1Y | +22.3% | -10.3% | +32.6% | +22.5% |
| 3Y | +124.5% | +32.4% | +92.1% | +106.6% |
| All | +53.5% | -78.0% | +131.5% | +52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling