+54.3%
DOCN vs EW
+20.0%
+34.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +1.5% | -17.3% | -15.6% |
| 7D | -29.3% | +6.8% | -36.0% | -28.7% |
| 30D | -46.0% | +16.6% | -62.6% | -45.0% |
| 3M | -43.2% | +13.3% | -56.5% | -42.5% |
| 6M | -53.7% | +21.6% | -75.3% | -53.0% |
| YTD | +46.9% | +18.3% | +28.7% | +52.7% |
| 1Y | +54.3% | +21.7% | +32.6% | +59.7% |
| All | +54.3% | +20.0% | +34.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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