+116.4%
DOCN vs EXR
+28.1%
+88.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.1% | -10.2% | -5.5% |
| 7D | -20.0% | +11.3% | -31.3% | -15.1% |
| 30D | -38.8% | +21.2% | -59.9% | -32.3% |
| 3M | -34.8% | +8.7% | -43.5% | -31.6% |
| 6M | -22.8% | +18.2% | -41.0% | -17.3% |
| YTD | +74.6% | +27.9% | +46.7% | +80.8% |
| 1Y | +116.4% | +28.3% | +88.1% | +125.1% |
| All | +116.4% | +28.1% | +88.4% | +125.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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