+164.0%
ADI vs DOCN
+171.0%
-7.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.1% |
| 7D | +0.4% | +1.1% | -0.7% | +0.2% |
| 30D | -3.8% | -9.6% | +5.8% | -2.3% |
| 3M | -15.3% | -37.7% | +22.4% | -8.3% |
| 6M | +6.7% | +115.2% | -108.5% | -12.8% |
| YTD | +34.8% | +133.7% | -99.0% | +7.1% |
| 1Y | +49.0% | +250.2% | -201.1% | +7.3% |
| 3Y | +108.1% | +320.3% | -212.2% | +37.0% |
| 5Y | +142.4% | +53.1% | +89.3% | +75.3% |
| All | +164.0% | +171.0% | -7.0% | +73.2% |
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