+280.3%
DOCN vs AZO
-30.0%
+310.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.1% | +13.7% | +12.7% |
| 7D | +16.3% | -0.5% | +16.8% | +16.3% |
| 30D | +2.0% | -5.6% | +7.7% | +2.4% |
| 3M | -25.2% | -4.0% | -21.2% | -25.1% |
| 6M | +132.7% | -18.9% | +151.6% | +139.0% |
| YTD | +163.3% | -13.0% | +176.2% | +180.3% |
| 1Y | +280.3% | -30.4% | +310.8% | +294.0% |
| All | +280.3% | -30.0% | +310.4% | +294.0% |
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