+324.3%
DOCN vs DOC
+20.8%
+303.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.6% | +3.5% |
| 7D | +1.1% | -1.5% | +2.6% | +1.7% |
| 30D | -9.6% | -4.8% | -4.9% | -8.0% |
| 3M | -37.7% | +6.9% | -44.6% | -40.2% |
| 6M | +115.2% | +20.7% | +94.5% | +92.7% |
| YTD | +133.7% | +34.1% | +99.6% | +95.2% |
| 1Y | +250.2% | +22.6% | +227.5% | +207.3% |
| All | +324.3% | +20.8% | +303.5% | +235.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling