+27.2%
B vs DOCN
+50.9%
-23.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.3% |
| 7D | +9.6% | -19.2% | +28.7% | +11.2% |
| 30D | +3.5% | -43.1% | +46.6% | +8.0% |
| 3M | -1.6% | -40.7% | +39.1% | +2.1% |
| 6M | -1.7% | -55.0% | +53.3% | +3.4% |
| YTD | -5.3% | +50.6% | -55.9% | -12.4% |
| 1Y | +27.2% | +54.0% | -26.7% | +16.6% |
| All | +27.2% | +50.9% | -23.7% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling