+66.4%
DOCN vs ARWR
-13.2%
+79.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -6.8% | -9.1% | -13.6% |
| 7D | -29.3% | -5.0% | -24.3% | -27.9% |
| 30D | -46.0% | -6.6% | -39.4% | -44.6% |
| 3M | -43.2% | -33.9% | -9.3% | -35.1% |
| 6M | -53.7% | -23.3% | -30.4% | -50.1% |
| YTD | +46.9% | -13.5% | +60.4% | +50.2% |
| 1Y | +54.3% | +42.5% | +11.8% | +30.3% |
| 3Y | +185.5% | +104.1% | +81.4% | +80.2% |
| 5Y | -31.1% | -28.8% | -2.3% | -43.1% |
| All | +66.4% | -13.2% | +79.6% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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