+252.3%
DOCN vs D
+82.5%
+169.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.4% | -11.6% | -6.7% |
| 7D | -20.0% | +8.5% | -28.5% | -19.4% |
| 30D | -38.8% | +14.3% | -53.1% | -38.1% |
| 3M | -34.8% | +1.8% | -36.6% | -34.2% |
| 6M | -22.8% | +13.0% | -35.8% | -22.4% |
| YTD | +74.6% | +22.7% | +51.9% | +72.4% |
| 1Y | +116.4% | +22.6% | +93.8% | +113.5% |
| All | +252.3% | +82.5% | +169.7% | +200.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling