+70.5%
DOCN vs GEN
+56.4%
+14.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.2% | +3.7% |
| 7D | -19.2% | +2.3% | -21.4% | -20.1% |
| 30D | -43.1% | +33.1% | -76.1% | -51.0% |
| 3M | -40.7% | +6.5% | -47.2% | -44.1% |
| 6M | -55.0% | +53.8% | -108.8% | -66.3% |
| YTD | +50.6% | +11.2% | +39.4% | +35.0% |
| 1Y | +54.0% | +19.4% | +34.6% | +32.1% |
| 3Y | +203.9% | +81.0% | +122.9% | +104.9% |
| 5Y | -29.4% | +33.4% | -62.8% | -45.3% |
| All | +70.5% | +56.4% | +14.1% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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