-55.0%
DOCN vs DGX
+35.0%
-89.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.8% |
| 7D | -19.2% | +1.5% | -20.7% | -17.8% |
| 30D | -43.1% | +12.6% | -55.6% | -36.2% |
| 3M | -40.7% | +7.6% | -48.3% | -35.8% |
| 6M | -55.0% | +36.2% | -91.2% | -34.9% |
| All | -55.0% | +35.0% | -89.9% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 6mo: compounded portfolio wealth divided by compounded DGX 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…
6mo analysis · Full analysis span regression · 6 months rolling