+163.1%
ADI vs DOCN
+70.4%
+92.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -15.9% | +4.7% | -8.0% |
| 7D | -16.7% | -29.3% | +12.6% | -10.9% |
| 30D | -14.2% | -46.0% | +31.9% | -3.8% |
| 3M | -4.1% | -43.2% | +39.1% | +5.3% |
| 6M | -10.3% | -53.7% | +43.4% | +1.2% |
| YTD | +34.3% | +46.9% | -12.6% | +15.4% |
| 1Y | +54.9% | +54.3% | +0.6% | +31.3% |
| 3Y | +125.3% | +185.5% | -60.3% | +58.8% |
| 5Y | +113.1% | -31.1% | +144.2% | +72.8% |
| All | +163.1% | +70.4% | +92.7% | +86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling