+60.1%
DOCN vs FDX
+65.4%
-5.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.2% |
| 7D | +1.1% | -2.5% | +3.7% | +3.0% |
| 30D | -9.6% | +3.8% | -13.4% | -12.0% |
| 3M | -37.7% | -1.3% | -36.4% | -37.4% |
| 6M | +115.2% | +5.0% | +110.2% | +105.2% |
| YTD | +133.7% | +39.6% | +94.1% | +82.7% |
| 1Y | +250.2% | +81.1% | +169.0% | +127.9% |
| 3Y | +320.3% | +63.0% | +257.3% | +178.6% |
| All | +60.1% | +65.4% | -5.4% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 5y: compounded portfolio wealth divided by compounded FDX 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…
5y analysis · Full analysis span regression · 6 months rolling