+164.6%
DOCN vs ARWR
+30.4%
+134.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +1.1% | +1.7% | -0.6% | +0.5% |
| 30D | -9.6% | -0.7% | -9.0% | -9.5% |
| 3M | -37.7% | +14.9% | -52.6% | -40.7% |
| 6M | +115.2% | +32.6% | +82.6% | +92.6% |
| YTD | +133.7% | +30.0% | +103.7% | +109.4% |
| 1Y | +250.2% | +208.4% | +41.8% | +127.3% |
| 3Y | +320.3% | +208.8% | +111.5% | +131.0% |
| 5Y | +53.1% | +27.8% | +25.3% | +10.5% |
| All | +164.6% | +30.4% | +134.3% | +61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling