+84.2%
DOCN vs AZO
+144.4%
-60.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.1% | +6.9% | +7.7% |
| 7D | -12.8% | -0.1% | -12.7% | -12.9% |
| 30D | -41.9% | +10.6% | -52.5% | -43.9% |
| 3M | -36.9% | +4.0% | -40.9% | -38.0% |
| 6M | -52.2% | -7.0% | -45.2% | -51.5% |
| YTD | +62.7% | -4.1% | +66.9% | +63.2% |
| 1Y | +58.2% | -12.6% | +70.8% | +63.8% |
| 3Y | +219.5% | +21.4% | +198.1% | +173.1% |
| 5Y | -32.9% | +74.2% | -107.1% | -55.4% |
| All | +84.2% | +144.4% | -60.1% | +33.6% |
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