+111.9%
DOCN vs A
+47.4%
+64.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.2% | +5.6% | +5.1% |
| 7D | +27.4% | +0.7% | +26.7% | +26.6% |
| 30D | -29.7% | +0.8% | -30.6% | -29.8% |
| 3M | -32.5% | +16.9% | -49.3% | -40.6% |
| 6M | -42.2% | +53.8% | -95.9% | -61.1% |
| YTD | +87.2% | +28.1% | +59.1% | +47.0% |
| 1Y | +86.2% | +15.0% | +71.2% | +61.0% |
| 3Y | +257.4% | +63.1% | +194.3% | +102.2% |
| 5Y | -27.4% | +11.5% | -38.8% | -37.1% |
| All | +111.9% | +47.4% | +64.5% | +37.0% |
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