+250.2%
DOCN vs D
+16.8%
+233.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.5% |
| 7D | +1.1% | +1.5% | -0.3% | +2.0% |
| 30D | -9.6% | -2.6% | -7.0% | -11.2% |
| 3M | -37.7% | 0.0% | -37.7% | -37.5% |
| 6M | +115.2% | +7.4% | +107.9% | +124.1% |
| YTD | +133.7% | +15.9% | +117.9% | +150.0% |
| 1Y | +250.2% | +18.1% | +232.0% | +269.6% |
| All | +250.2% | +16.8% | +233.3% | +269.6% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling