+198.1%
DOCN vs A
+24.9%
+173.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.7% | +15.3% | +14.8% |
| 7D | +16.3% | -2.1% | +18.4% | +17.8% |
| 30D | +2.0% | +0.6% | +1.4% | +0.9% |
| 3M | -25.2% | +10.9% | -36.1% | -32.8% |
| 6M | +132.7% | +28.2% | +104.5% | +79.7% |
| YTD | +163.3% | +8.6% | +154.7% | +135.4% |
| 1Y | +280.3% | +15.5% | +264.8% | +217.2% |
| 3Y | +371.8% | +31.8% | +340.0% | +221.7% |
| 5Y | +87.1% | -14.9% | +102.0% | +93.6% |
| All | +198.1% | +24.9% | +173.1% | +119.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling