+164.6%
DOCN vs GD
+129.3%
+35.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.6% | +3.6% |
| 7D | +1.1% | -5.3% | +6.4% | +3.5% |
| 30D | -9.6% | -6.4% | -3.2% | -7.0% |
| 3M | -37.7% | +5.7% | -43.4% | -39.7% |
| 6M | +115.2% | -0.9% | +116.2% | +114.5% |
| YTD | +133.7% | +8.2% | +125.6% | +123.2% |
| 1Y | +250.2% | +13.4% | +236.7% | +226.4% |
| 3Y | +320.3% | +68.5% | +251.8% | +225.3% |
| 5Y | +53.1% | +97.2% | -44.0% | +20.9% |
| All | +164.6% | +129.3% | +35.3% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 all: compounded portfolio wealth divided by compounded GD 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…
all analysis · Full analysis span regression · 6 months rolling