+60.1%
DOCN vs DG
-35.0%
+95.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.6% |
| 7D | +1.1% | +8.4% | -7.3% | +0.2% |
| 30D | -9.6% | +4.9% | -14.6% | -10.2% |
| 3M | -37.7% | +29.3% | -67.0% | -40.1% |
| 6M | +115.2% | -11.3% | +126.5% | +118.2% |
| YTD | +133.7% | +1.8% | +132.0% | +132.5% |
| 1Y | +250.2% | +25.3% | +224.8% | +237.1% |
| 3Y | +320.3% | +9.1% | +311.2% | +306.6% |
| All | +60.1% | -35.0% | +95.0% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 5y: compounded portfolio wealth divided by compounded DG 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…
5y analysis · Full analysis span regression · 6 months rolling