+250.2%
DOCN vs DRI
+6.9%
+243.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.7% |
| 7D | +1.1% | +0.6% | +0.6% | +1.2% |
| 30D | -9.6% | +3.8% | -13.5% | -8.9% |
| 3M | -37.7% | +13.0% | -50.7% | -37.1% |
| 6M | +115.2% | +8.3% | +106.9% | +116.7% |
| YTD | +133.7% | +20.6% | +113.1% | +128.0% |
| 1Y | +250.2% | +6.5% | +243.7% | +256.0% |
| All | +250.2% | +6.9% | +243.2% | +256.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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