+70.5%
DOCN vs A
+48.9%
+21.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.1% |
| 7D | -19.2% | -0.1% | -19.1% | -18.9% |
| 30D | -43.1% | +3.4% | -46.4% | -44.2% |
| 3M | -40.7% | +23.8% | -64.5% | -50.3% |
| 6M | -55.0% | +49.0% | -104.0% | -68.9% |
| YTD | +50.6% | +29.4% | +21.2% | +17.4% |
| 1Y | +54.0% | +19.4% | +34.6% | +28.6% |
| 3Y | +203.9% | +66.2% | +137.7% | +69.5% |
| 5Y | -29.4% | +15.8% | -45.2% | -40.2% |
| All | +70.5% | +48.9% | +21.6% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling