+71.6%
ADI vs DOCN
+58.0%
+13.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.6% |
| 7D | -6.3% | -12.1% | +5.8% | -4.7% |
| 30D | -3.2% | -41.0% | +37.8% | +2.6% |
| 3M | +2.8% | -38.7% | +41.5% | +7.9% |
| 6M | -5.0% | -51.5% | +46.5% | +1.2% |
| YTD | +46.3% | +65.3% | -18.9% | +36.4% |
| 1Y | +71.6% | +53.9% | +17.7% | +62.9% |
| All | +71.6% | +58.0% | +13.6% | +62.9% |
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