+196.4%
DOCN vs FGI
+2.3%
+194.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | 0.0% | -15.8% | -15.9% |
| 7D | -29.3% | -11.6% | -17.7% | -29.1% |
| 30D | -46.0% | -3.3% | -42.7% | -46.0% |
| 3M | -43.2% | +65.6% | -108.8% | -44.5% |
| 6M | -53.7% | -2.8% | -50.9% | -54.3% |
| YTD | +46.9% | +30.1% | +16.8% | +42.3% |
| 1Y | +54.3% | +50.2% | +4.2% | +48.9% |
| All | +196.4% | +2.3% | +194.1% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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