+164.6%
DOCN vs EXR
+31.4%
+133.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.5% |
| 7D | +1.1% | -2.6% | +3.7% | +2.6% |
| 30D | -9.6% | -7.2% | -2.4% | -5.8% |
| 3M | -37.7% | -3.5% | -34.2% | -37.5% |
| 6M | +115.2% | -5.3% | +120.5% | +116.5% |
| YTD | +133.7% | +9.4% | +124.4% | +111.9% |
| 1Y | +250.2% | +1.3% | +248.8% | +233.3% |
| 3Y | +320.3% | +22.4% | +297.9% | +223.6% |
| 5Y | +53.1% | -12.2% | +65.3% | +60.7% |
| All | +164.6% | +31.4% | +133.2% | +174.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling