+240.7%
DOCN vs AU
+547.8%
-307.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.0% | +11.6% | +10.0% |
| 7D | +3.7% | +4.7% | -0.9% | +2.7% |
| 30D | -33.7% | -1.5% | -32.1% | -33.5% |
| 3M | -27.9% | -5.0% | -22.9% | -27.4% |
| 6M | -46.4% | -13.5% | -32.9% | -45.8% |
| YTD | +81.1% | +11.7% | +69.4% | +73.1% |
| 1Y | +74.3% | +21.3% | +53.0% | +64.0% |
| All | +240.7% | +547.8% | -307.1% | +131.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling