+157.6%
B vs DOCN
+54.1%
+103.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.4% |
| 7D | -1.6% | +1.1% | -2.7% | -1.7% |
| 30D | +9.4% | -9.6% | +19.1% | +10.0% |
| 3M | +5.0% | -37.7% | +42.7% | +7.8% |
| 6M | -3.5% | +115.2% | -118.8% | -9.6% |
| YTD | +4.5% | +133.7% | -129.3% | -2.9% |
| 1Y | +67.8% | +250.2% | -182.4% | +51.8% |
| 3Y | +196.7% | +320.3% | -123.6% | +162.4% |
| All | +157.6% | +54.1% | +103.5% | +137.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling