+250.2%
DOCN vs ALL
+28.3%
+221.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.2% | +1.8% |
| 7D | +1.1% | 0.0% | +1.1% | +1.2% |
| 30D | -9.6% | -1.5% | -8.1% | -10.0% |
| 3M | -37.7% | +23.6% | -61.3% | -29.0% |
| 6M | +115.2% | +22.3% | +92.9% | +144.4% |
| YTD | +133.7% | +26.5% | +107.2% | +167.4% |
| 1Y | +250.2% | +27.0% | +223.1% | +306.3% |
| All | +250.2% | +28.3% | +221.8% | +306.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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