+69.6%
ADI vs DOCN
+81.2%
-11.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.2% | +1.4% | -2.1% |
| 7D | +9.5% | +19.1% | -9.6% | +6.6% |
| 30D | -1.4% | -21.0% | +19.6% | +1.1% |
| 3M | +4.7% | -34.7% | +39.5% | +8.9% |
| 6M | -7.4% | -45.8% | +38.3% | -2.7% |
| YTD | +48.1% | +79.4% | -31.3% | +34.5% |
| 1Y | +69.6% | +91.0% | -21.4% | +50.7% |
| All | +69.6% | +81.2% | -11.5% | +50.7% |
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