+84.2%
DOCN vs DE
+105.7%
-21.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.9% | +5.1% | +6.8% |
| 7D | -12.8% | +3.5% | -16.3% | -13.9% |
| 30D | -41.9% | +11.3% | -53.3% | -44.7% |
| 3M | -36.9% | +11.6% | -48.5% | -40.7% |
| 6M | -52.2% | +20.9% | -73.1% | -57.2% |
| YTD | +62.7% | +49.7% | +13.1% | +28.9% |
| 1Y | +58.2% | +49.5% | +8.8% | +24.9% |
| 3Y | +219.5% | +94.7% | +124.8% | +122.5% |
| 5Y | -32.9% | +107.4% | -140.2% | -55.3% |
| All | +84.2% | +105.7% | -21.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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