+371.8%
DOCN vs ALLE
+49.7%
+322.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.7% | +13.3% | +13.0% |
| 7D | +16.3% | +2.8% | +13.5% | +14.7% |
| 30D | +2.0% | -7.6% | +9.7% | +5.6% |
| 3M | -25.2% | +22.8% | -47.9% | -34.8% |
| 6M | +132.7% | +4.6% | +128.1% | +124.4% |
| YTD | +163.3% | -1.2% | +164.5% | +161.4% |
| 1Y | +280.3% | -9.1% | +289.5% | +302.8% |
| 3Y | +371.8% | +50.0% | +321.9% | +179.2% |
| All | +371.8% | +49.7% | +322.2% | +179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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