+324.3%
DOCN vs AG
+260.2%
+64.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.8% | +3.1% |
| 7D | +1.1% | +1.0% | +0.1% | +0.9% |
| 30D | -9.6% | +19.2% | -28.8% | -12.2% |
| 3M | -37.7% | +6.2% | -43.8% | -38.7% |
| 6M | +115.2% | -26.7% | +141.9% | +120.8% |
| YTD | +133.7% | +26.1% | +107.6% | +117.7% |
| 1Y | +250.2% | +131.7% | +118.5% | +192.8% |
| All | +324.3% | +260.2% | +64.1% | +184.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling