+111.1%
AXP vs DOCN
+324.7%
-213.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -1.4% |
| 7D | -2.1% | +1.1% | -3.2% | -2.3% |
| 30D | -6.5% | -9.6% | +3.1% | -5.7% |
| 3M | +4.6% | -37.7% | +42.3% | +9.9% |
| 6M | +5.4% | +115.2% | -109.8% | -12.1% |
| YTD | -11.1% | +133.7% | -144.8% | -28.0% |
| 1Y | -0.3% | +250.2% | -250.5% | -27.0% |
| All | +111.1% | +324.7% | -213.7% | +41.1% |
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 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