+198.1%
DOCN vs ALNY
+86.7%
+111.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.3% | +14.9% | +13.2% |
| 7D | +16.3% | +5.7% | +10.6% | +14.4% |
| 30D | +2.0% | +18.7% | -16.6% | -2.9% |
| 3M | -25.2% | -11.0% | -14.2% | -25.3% |
| 6M | +132.7% | -18.9% | +151.6% | +137.7% |
| YTD | +163.3% | -34.6% | +197.9% | +186.6% |
| 1Y | +280.3% | -42.8% | +323.2% | +331.1% |
| 3Y | +371.8% | +29.1% | +342.7% | +285.7% |
| 5Y | +87.1% | +39.6% | +47.5% | +38.9% |
| All | +198.1% | +86.7% | +111.4% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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