+116.4%
DOCN vs DOC
+21.8%
+94.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.1% | -10.3% | -6.9% |
| 7D | -20.0% | +8.7% | -28.8% | -19.7% |
| 30D | -38.8% | +7.6% | -46.4% | -38.5% |
| 3M | -34.8% | -5.3% | -29.5% | -34.6% |
| 6M | -22.8% | +27.6% | -50.4% | -25.2% |
| YTD | +74.6% | +32.4% | +42.2% | +60.7% |
| 1Y | +116.4% | +22.9% | +93.6% | +107.2% |
| All | +116.4% | +21.8% | +94.6% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling