+222.8%
C vs DOCN
+236.1%
-13.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.2% | +8.8% | +2.6% |
| 7D | +1.1% | -20.0% | +21.1% | +4.0% |
| 30D | -2.4% | -38.8% | +36.3% | +3.8% |
| 3M | -8.4% | -34.8% | +26.5% | -4.0% |
| 6M | +0.3% | -22.8% | +23.1% | 0.0% |
| YTD | +9.1% | +74.6% | -65.5% | -8.1% |
| 1Y | +26.0% | +116.4% | -90.4% | +1.3% |
| All | +222.8% | +236.1% | -13.2% | +131.9% |
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