+111.9%
DOCN vs FND
-49.3%
+161.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -4.4% | +7.7% | +5.7% |
| 7D | +27.4% | -5.1% | +32.5% | +30.8% |
| 30D | -29.7% | +9.2% | -38.9% | -34.0% |
| 3M | -32.5% | -17.7% | -14.8% | -26.6% |
| 6M | -42.2% | +2.5% | -44.6% | -47.5% |
| YTD | +87.2% | -19.8% | +107.0% | +89.6% |
| 1Y | +86.2% | -22.7% | +108.9% | +92.2% |
| 3Y | +257.4% | -38.3% | +295.7% | +273.3% |
| 5Y | -27.4% | -63.0% | +35.6% | +13.7% |
| All | +111.9% | -49.3% | +161.3% | +207.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling