+52.6%
AZN vs DOCN
+260.3%
-207.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -3.9% | -0.6% |
| 7D | -1.3% | +27.4% | -28.7% | -1.4% |
| 30D | +18.3% | -29.7% | +48.1% | +18.6% |
| 3M | +16.3% | -32.5% | +48.8% | +16.6% |
| 6M | -0.1% | -42.2% | +42.1% | +0.4% |
| YTD | +1.3% | +87.2% | -85.8% | -3.9% |
| 1Y | +6.2% | +86.2% | -80.0% | +0.7% |
| All | +52.6% | +260.3% | -207.7% | +39.4% |
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