+74.3%
DOCN vs FND
-14.8%
+89.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.7% | +10.3% | +9.6% |
| 7D | +3.7% | -4.4% | +8.1% | +3.4% |
| 30D | -33.7% | +14.5% | -48.2% | -32.7% |
| 3M | -27.9% | -15.6% | -12.3% | -28.0% |
| 6M | -46.4% | +4.7% | -51.2% | -46.8% |
| YTD | +81.1% | -16.1% | +97.3% | +79.5% |
| 1Y | +74.3% | -16.0% | +90.3% | +73.0% |
| All | +74.3% | -14.8% | +89.1% | +73.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling