+766.5%
AVGO vs DOCN
+171.0%
+595.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.4% |
| 7D | -3.0% | +1.1% | -4.1% | -3.3% |
| 30D | -14.4% | -9.6% | -4.8% | -12.9% |
| 3M | -14.4% | -37.7% | +23.3% | -6.6% |
| 6M | +13.1% | +115.2% | -102.1% | -8.5% |
| YTD | +3.8% | +133.7% | -129.9% | -18.3% |
| 1Y | +17.8% | +250.2% | -232.4% | -15.9% |
| 3Y | +325.3% | +320.3% | +5.0% | +181.3% |
| 5Y | +689.9% | +53.1% | +636.8% | +469.6% |
| All | +766.5% | +171.0% | +595.5% | +476.3% |
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