+33.3%
AMAT vs DOCN
+56.0%
-22.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -15.9% | +2.3% | -8.3% |
| 7D | -24.3% | -29.3% | +5.0% | -15.2% |
| 30D | -39.8% | -46.0% | +6.2% | -27.3% |
| 3M | -40.2% | -43.2% | +3.0% | -29.6% |
| 6M | -22.1% | -53.7% | +31.6% | -4.0% |
| YTD | +24.7% | +46.9% | -22.3% | +12.0% |
| 1Y | +33.3% | +54.3% | -21.1% | +18.1% |
| All | +33.3% | +56.0% | -22.7% | +18.1% |
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