+70.5%
DOCN vs ACI
+3.1%
+67.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +2.8% |
| 7D | -19.2% | -2.2% | -16.9% | -19.0% |
| 30D | -43.1% | +10.3% | -53.4% | -43.6% |
| 3M | -40.7% | +7.2% | -47.9% | -41.3% |
| 6M | -55.0% | -18.0% | -37.0% | -54.0% |
| YTD | +50.6% | -22.0% | +72.6% | +54.6% |
| 1Y | +54.0% | -23.4% | +77.3% | +58.4% |
| 3Y | +203.9% | -35.8% | +239.7% | +220.2% |
| 5Y | -29.4% | -43.7% | +14.3% | -25.9% |
| All | +70.5% | +3.1% | +67.5% | +86.1% |
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