+7.3%
ACN vs DOCN
+74.7%
-67.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.5% | -4.3% | -2.0% |
| 7D | +0.9% | -19.2% | +20.0% | +2.6% |
| 30D | +33.5% | -43.1% | +76.6% | +39.7% |
| 3M | +53.5% | -40.7% | +94.2% | +59.0% |
| 6M | +52.2% | -55.0% | +107.2% | +60.8% |
| YTD | -0.1% | +50.6% | -50.7% | -12.7% |
| 1Y | +11.0% | +54.0% | -42.9% | -3.5% |
| 3Y | -11.8% | +203.9% | -215.7% | -33.9% |
| 5Y | -22.8% | -29.4% | +6.6% | -36.9% |
| All | +7.3% | +74.7% | -67.4% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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