+198.1%
ADI vs DOCN
+110.0%
+88.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.6% | -5.6% | +2.1% |
| 7D | +0.7% | +3.7% | -3.0% | 0.0% |
| 30D | +0.7% | -33.7% | +34.4% | +8.4% |
| 3M | +6.5% | -27.9% | +34.4% | +11.8% |
| 6M | -2.7% | -46.4% | +43.8% | +6.8% |
| YTD | +52.2% | +81.1% | -28.9% | +25.5% |
| 1Y | +77.5% | +74.3% | +3.2% | +47.3% |
| 3Y | +148.8% | +245.8% | -97.1% | +69.1% |
| 5Y | +142.9% | -23.7% | +166.6% | +91.0% |
| All | +198.1% | +110.0% | +88.1% | +103.0% |
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