+54.3%
DOCN vs AG
+33.1%
+21.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.2% | -12.6% | -15.2% |
| 7D | -29.3% | -2.9% | -26.4% | -28.8% |
| 30D | -46.0% | -15.1% | -30.9% | -44.3% |
| 3M | -43.2% | -15.4% | -27.8% | -41.4% |
| 6M | -53.7% | -21.9% | -31.8% | -52.1% |
| YTD | +46.9% | -10.4% | +57.4% | +40.6% |
| 1Y | +54.3% | +39.8% | +14.5% | +37.7% |
| All | +54.3% | +33.1% | +21.2% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling