+203.9%
DOCN vs CHD
+30.6%
+173.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +1.8% |
| 7D | -19.2% | +2.0% | -21.1% | -18.5% |
| 30D | -43.1% | +13.0% | -56.1% | -40.2% |
| 3M | -40.7% | +6.1% | -46.8% | -38.7% |
| 6M | -55.0% | +15.9% | -70.8% | -52.3% |
| YTD | +50.6% | +31.6% | +19.0% | +59.9% |
| 1Y | +54.0% | +28.5% | +25.5% | +63.4% |
| 3Y | +203.9% | +30.5% | +173.4% | +227.8% |
| All | +203.9% | +30.6% | +173.3% | +227.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling