+324.3%
DOCN vs A
+26.9%
+297.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.5% |
| 7D | +1.1% | -1.9% | +3.1% | +2.3% |
| 30D | -9.6% | +6.9% | -16.5% | -13.4% |
| 3M | -37.7% | +9.2% | -46.9% | -41.6% |
| 6M | +115.2% | +25.7% | +89.5% | +80.3% |
| YTD | +133.7% | +11.5% | +122.2% | +113.7% |
| 1Y | +250.2% | +18.4% | +231.8% | +203.4% |
| All | +324.3% | +26.9% | +297.4% | +191.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling