-55.0%
DOCN vs AZO
-9.7%
-45.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.8% | +5.3% | +1.1% |
| 7D | -19.2% | +1.5% | -20.6% | -18.4% |
| 30D | -43.1% | +13.0% | -56.1% | -39.9% |
| 3M | -40.7% | +4.8% | -45.5% | -38.5% |
| 6M | -55.0% | -9.2% | -45.8% | -51.1% |
| All | -55.0% | -9.7% | -45.3% | -51.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling