+164.9%
ADI vs DOCN
+74.7%
+90.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.2% |
| 7D | -12.8% | -19.2% | +6.3% | -9.1% |
| 30D | -11.3% | -43.1% | +31.7% | -1.7% |
| 3M | -3.4% | -40.7% | +37.4% | +5.3% |
| 6M | -12.0% | -55.0% | +43.0% | -0.2% |
| YTD | +35.3% | +50.6% | -15.4% | +15.7% |
| 1Y | +58.1% | +54.0% | +4.1% | +34.2% |
| 3Y | +127.4% | +203.9% | -76.5% | +58.3% |
| 5Y | +114.6% | -29.4% | +144.0% | +73.1% |
| All | +164.9% | +74.7% | +90.3% | +87.1% |
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