+86.2%
DOCN vs FITB
+29.2%
+57.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +3.6% |
| 7D | +27.4% | +0.8% | +26.6% | +27.1% |
| 30D | -29.7% | +7.3% | -37.1% | -30.7% |
| 3M | -32.5% | -6.3% | -26.2% | -31.7% |
| 6M | -42.2% | +12.6% | -54.7% | -44.5% |
| YTD | +87.2% | +18.0% | +69.2% | +69.0% |
| 1Y | +86.2% | +28.9% | +57.3% | +60.4% |
| All | +86.2% | +29.2% | +57.0% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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