+203.9%
DOCN vs DE
+82.4%
+121.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.3% | +2.0% |
| 7D | -19.2% | -0.6% | -18.6% | -18.9% |
| 30D | -43.1% | +2.3% | -45.3% | -43.8% |
| 3M | -40.7% | +9.5% | -50.2% | -43.8% |
| 6M | -55.0% | +14.1% | -69.1% | -58.5% |
| YTD | +50.6% | +45.4% | +5.2% | +17.6% |
| 1Y | +54.0% | +42.9% | +11.1% | +20.8% |
| 3Y | +203.9% | +84.8% | +119.1% | +110.5% |
| All | +203.9% | +82.4% | +121.5% | +110.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling