+164.6%
DOCN vs AZO
+124.2%
+40.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.6% |
| 7D | +1.1% | +0.7% | +0.4% | +0.9% |
| 30D | -9.6% | -2.7% | -6.9% | -9.0% |
| 3M | -37.7% | -3.2% | -34.5% | -37.6% |
| 6M | +115.2% | -19.7% | +135.0% | +130.6% |
| YTD | +133.7% | -12.0% | +145.8% | +142.0% |
| 1Y | +250.2% | -29.5% | +279.7% | +293.4% |
| 3Y | +320.3% | +17.3% | +302.9% | +260.0% |
| 5Y | +53.1% | +94.1% | -41.0% | +7.0% |
| All | +164.6% | +124.2% | +40.4% | +98.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling