+196.4%
DOCN vs FND
-36.5%
+232.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.6% | -12.2% | -14.9% |
| 7D | -29.3% | +2.2% | -31.5% | -29.7% |
| 30D | -46.0% | +9.6% | -55.6% | -47.6% |
| 3M | -43.2% | -17.9% | -25.3% | -40.3% |
| 6M | -53.7% | +6.6% | -60.3% | -56.5% |
| YTD | +46.9% | -15.5% | +62.4% | +47.7% |
| 1Y | +54.3% | -16.2% | +70.6% | +54.9% |
| All | +196.4% | -36.5% | +232.9% | +185.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling