+244.4%
AVGO vs DOCN
+189.9%
+54.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.1% |
| 7D | -9.9% | -19.2% | +9.2% | -5.2% |
| 30D | -22.0% | -43.1% | +21.1% | -11.4% |
| 3M | -30.0% | -40.7% | +10.7% | -22.1% |
| 6M | -30.7% | -55.0% | +24.2% | -18.8% |
| YTD | -14.7% | +50.6% | -65.3% | -30.3% |
| 1Y | -16.8% | +54.0% | -70.7% | -32.5% |
| 3Y | +244.4% | +203.9% | +40.5% | +121.2% |
| All | +244.4% | +189.9% | +54.5% | +121.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling