+70.5%
DOCN vs D
+18.6%
+52.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +2.7% |
| 7D | -19.2% | +3.0% | -22.1% | -19.5% |
| 30D | -43.1% | +11.5% | -54.5% | -44.0% |
| 3M | -40.7% | +3.7% | -44.4% | -41.0% |
| 6M | -55.0% | +13.5% | -68.5% | -56.3% |
| YTD | +50.6% | +20.7% | +29.9% | +43.2% |
| 1Y | +54.0% | +18.2% | +35.7% | +47.0% |
| 3Y | +203.9% | +73.3% | +130.6% | +151.5% |
| 5Y | -29.4% | +12.3% | -41.6% | -38.0% |
| All | +70.5% | +18.6% | +52.0% | +49.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling