+70.5%
DOCN vs ALB
-28.4%
+99.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.1% |
| 7D | -19.2% | +9.1% | -28.2% | -22.7% |
| 30D | -43.1% | -3.4% | -39.6% | -42.3% |
| 3M | -40.7% | -20.6% | -20.1% | -35.0% |
| 6M | -55.0% | -48.2% | -6.8% | -40.7% |
| YTD | +50.6% | -29.2% | +79.9% | +68.3% |
| 1Y | +54.0% | +10.0% | +43.9% | +38.3% |
| 3Y | +203.9% | -12.9% | +216.8% | +162.1% |
| 5Y | -29.4% | -61.3% | +31.9% | -9.2% |
| All | +70.5% | -28.4% | +99.0% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling