+0.4%
AGG vs DOCN
+286.0%
-285.6%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.6% | -12.7% | -0.1% |
| 7D | +0.1% | +16.3% | -16.2% | +0.1% |
| 30D | -0.4% | +2.0% | -2.4% | -0.4% |
| 3M | -0.3% | -25.2% | +24.9% | -0.2% |
| 6M | -1.2% | +132.7% | -133.9% | -1.2% |
| YTD | -0.4% | +163.3% | -163.6% | -0.4% |
| 1Y | +0.4% | +280.3% | -279.9% | +0.2% |
| All | +0.4% | +286.0% | -285.6% | +0.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling