-31.1%
DOCN vs ACWI
+55.1%
-86.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.8% | -12.0% | -6.7% |
| 7D | -29.3% | -4.0% | -25.3% | -21.2% |
| 30D | -46.0% | -5.8% | -40.2% | -36.4% |
| 3M | -43.2% | -5.0% | -38.2% | -34.2% |
| 6M | -53.7% | +0.7% | -54.4% | -52.6% |
| YTD | +46.9% | +8.4% | +38.5% | +26.5% |
| 1Y | +54.3% | +10.1% | +44.2% | +28.3% |
| 3Y | +185.5% | +70.8% | +114.8% | -13.0% |
| 5Y | -31.1% | +55.4% | -86.5% | -63.2% |
| All | -31.1% | +55.1% | -86.2% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling