+70.5%
DOCN vs AGI
+314.6%
-244.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +2.0% |
| 7D | -19.2% | +16.0% | -35.1% | -22.1% |
| 30D | -43.1% | +1.0% | -44.0% | -43.2% |
| 3M | -40.7% | +2.5% | -43.2% | -41.3% |
| 6M | -55.0% | -24.0% | -30.9% | -52.8% |
| YTD | +50.6% | -17.2% | +67.9% | +50.7% |
| 1Y | +54.0% | +4.9% | +49.1% | +45.0% |
| 3Y | +203.9% | +142.6% | +61.3% | +119.6% |
| 5Y | -29.4% | +315.2% | -344.5% | -56.8% |
| All | +70.5% | +314.6% | -244.0% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling