+99.3%
DOCN vs AZO
-15.9%
+115.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +2.9% | +3.4% |
| 7D | +27.4% | -1.7% | +29.1% | +27.2% |
| 30D | -29.7% | +12.4% | -42.2% | -29.8% |
| 3M | -32.5% | +6.8% | -39.2% | -32.0% |
| 6M | -42.2% | -4.6% | -37.5% | -39.9% |
| YTD | +87.2% | -4.1% | +91.3% | +102.4% |
| All | +99.3% | -15.9% | +115.2% | +110.7% |
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