+54.0%
DOCN vs AG
+40.6%
+13.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +2.2% |
| 7D | -19.2% | +6.3% | -25.5% | -20.1% |
| 30D | -43.1% | -8.9% | -34.1% | -41.9% |
| 3M | -40.7% | -12.2% | -28.5% | -39.2% |
| 6M | -55.0% | -28.3% | -26.7% | -53.4% |
| YTD | +50.6% | -8.8% | +59.4% | +43.6% |
| 1Y | +54.0% | +39.4% | +14.6% | +38.3% |
| All | +54.0% | +40.6% | +13.3% | +38.3% |
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