+116.4%
DOCN vs AZO
-7.5%
+123.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.9% | -11.1% | -6.8% |
| 7D | -20.0% | +5.3% | -25.4% | -19.6% |
| 30D | -38.8% | +18.4% | -57.2% | -38.6% |
| 3M | -34.8% | +9.8% | -44.6% | -34.2% |
| 6M | -22.8% | -4.5% | -18.3% | -19.0% |
| YTD | +74.6% | -1.9% | +76.5% | +90.0% |
| 1Y | +116.4% | -9.5% | +126.0% | +134.7% |
| All | +116.4% | -7.5% | +123.9% | +134.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling