+324.3%
DOCN vs FTV
-3.2%
+327.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.6% |
| 7D | +1.1% | -4.5% | +5.6% | +4.9% |
| 30D | -9.6% | -7.1% | -2.6% | -4.1% |
| 3M | -37.7% | -7.2% | -30.5% | -35.3% |
| 6M | +115.2% | -1.5% | +116.7% | +111.8% |
| YTD | +133.7% | +3.5% | +130.3% | +114.2% |
| 1Y | +250.2% | +20.3% | +229.8% | +168.1% |
| All | +324.3% | -3.2% | +327.4% | +303.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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