+324.3%
DOCN vs EXPE
+176.2%
+148.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.4% |
| 7D | +1.1% | -9.5% | +10.7% | +4.7% |
| 30D | -9.6% | -6.6% | -3.0% | -8.2% |
| 3M | -37.7% | +31.4% | -69.1% | -46.1% |
| 6M | +115.2% | +35.2% | +80.0% | +79.7% |
| YTD | +133.7% | +5.8% | +127.9% | +117.6% |
| 1Y | +250.2% | +38.7% | +211.5% | +176.3% |
| All | +324.3% | +176.2% | +148.0% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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