+46.0%
DIS vs DOCN
+236.1%
-190.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -7.2% | +11.3% | +4.5% |
| 7D | +9.1% | -20.0% | +29.1% | +10.3% |
| 30D | +14.8% | -38.8% | +53.6% | +17.7% |
| 3M | +21.2% | -34.8% | +56.0% | +23.3% |
| 6M | +18.3% | -22.8% | +41.1% | +16.9% |
| YTD | +5.4% | +74.6% | -69.3% | -6.9% |
| 1Y | +8.3% | +116.4% | -108.2% | -7.5% |
| All | +46.0% | +236.1% | -190.1% | +24.0% |
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