+203.9%
DOCN vs ELV
-0.8%
+204.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +2.6% |
| 7D | -19.2% | +1.3% | -20.5% | -19.2% |
| 30D | -43.1% | +5.3% | -48.3% | -43.4% |
| 3M | -40.7% | +9.2% | -49.9% | -41.4% |
| 6M | -55.0% | +14.5% | -69.5% | -55.8% |
| YTD | +50.6% | +23.2% | +27.4% | +45.3% |
| 1Y | +54.0% | +38.0% | +15.9% | +47.2% |
| 3Y | +203.9% | -1.5% | +205.4% | +205.1% |
| All | +203.9% | -0.8% | +204.7% | +205.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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