+79.3%
ADI vs DOCN
+110.0%
-30.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -7.2% | +3.9% | -2.4% |
| 7D | -5.1% | -20.0% | +14.9% | -2.6% |
| 30D | -3.1% | -38.8% | +35.7% | +2.0% |
| 3M | +7.1% | -34.8% | +42.0% | +11.5% |
| 6M | +2.9% | -22.8% | +25.7% | +5.6% |
| YTD | +51.1% | +74.6% | -23.5% | +41.4% |
| 1Y | +79.3% | +116.4% | -37.1% | +63.4% |
| All | +79.3% | +110.0% | -30.7% | +63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling