+689.4%
AVGO vs DOCN
+102.5%
+587.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.2% | +5.2% | -0.5% |
| 7D | -7.5% | -20.0% | +12.6% | -3.0% |
| 30D | -10.2% | -38.8% | +28.6% | -0.9% |
| 3M | -22.0% | -34.8% | +12.8% | -15.8% |
| 6M | -21.6% | -22.8% | +1.2% | -20.3% |
| YTD | -5.4% | +74.6% | -80.0% | -21.6% |
| 1Y | -6.8% | +116.4% | -123.3% | -26.6% |
| 3Y | +280.9% | +239.3% | +41.6% | +162.6% |
| 5Y | +548.1% | -20.2% | +568.3% | +410.8% |
| All | +689.4% | +102.5% | +587.0% | +452.7% |
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