+250.2%
DOCN vs D
+15.7%
+234.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +1.9% |
| 7D | +1.1% | +0.4% | +0.7% | +1.4% |
| 30D | -9.6% | -3.6% | -6.1% | -11.7% |
| 3M | -37.7% | -1.0% | -36.7% | -37.9% |
| 6M | +115.2% | +6.3% | +108.9% | +122.8% |
| YTD | +133.7% | +14.7% | +119.0% | +148.5% |
| 1Y | +250.2% | +16.9% | +233.2% | +267.4% |
| All | +250.2% | +15.7% | +234.5% | +267.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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