+70.5%
DOCN vs DAR
-28.6%
+99.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.9% |
| 7D | -19.2% | -9.9% | -9.2% | -15.4% |
| 30D | -43.1% | -16.4% | -26.7% | -38.8% |
| 3M | -40.7% | -17.1% | -23.6% | -36.4% |
| 6M | -55.0% | -20.5% | -34.5% | -50.8% |
| YTD | +50.6% | +39.4% | +11.2% | +32.2% |
| 1Y | +54.0% | +57.2% | -3.3% | +28.2% |
| 3Y | +203.9% | +13.9% | +190.0% | +173.0% |
| 5Y | -29.4% | -40.8% | +11.5% | -24.9% |
| All | +70.5% | -28.6% | +99.1% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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