+111.9%
DOCN vs ACI
+6.2%
+105.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.0% | +3.3% |
| 7D | +27.4% | -0.5% | +27.9% | +27.4% |
| 30D | -29.7% | +4.9% | -34.7% | -30.1% |
| 3M | -32.5% | +11.1% | -43.6% | -33.4% |
| 6M | -42.2% | -14.9% | -27.2% | -41.1% |
| YTD | +87.2% | -19.6% | +106.8% | +91.7% |
| 1Y | +86.2% | -22.7% | +108.9% | +92.0% |
| 3Y | +257.4% | -31.2% | +288.7% | +272.8% |
| 5Y | -27.4% | -42.3% | +15.0% | -23.9% |
| All | +111.9% | +6.2% | +105.7% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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