+103.1%
DOCN vs AU
+393.8%
-290.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.7% | -3.9% |
| 7D | +19.1% | -7.2% | +26.3% | +20.6% |
| 30D | -21.0% | -2.9% | -18.1% | -20.7% |
| 3M | -34.7% | -8.7% | -26.1% | -33.9% |
| 6M | -45.8% | -14.1% | -31.6% | -44.9% |
| YTD | +79.4% | +4.8% | +74.6% | +74.0% |
| 1Y | +91.0% | +11.9% | +79.1% | +83.0% |
| 3Y | +237.5% | +513.8% | -276.4% | +135.2% |
| 5Y | -30.4% | +379.3% | -409.7% | -52.9% |
| All | +103.1% | +393.8% | -290.7% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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