+206.6%
C vs DOCN
+182.8%
+23.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -15.9% | +10.8% | -2.8% |
| 7D | -5.3% | -29.3% | +24.0% | -0.9% |
| 30D | -7.3% | -46.0% | +38.7% | +0.2% |
| 3M | -13.5% | -43.2% | +29.7% | -7.7% |
| 6M | -6.5% | -53.7% | +47.2% | +1.5% |
| YTD | +3.6% | +46.9% | -43.3% | -10.7% |
| 1Y | +18.9% | +54.3% | -35.4% | +1.3% |
| All | +206.6% | +182.8% | +23.8% | +125.3% |
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 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