+54.3%
DOCN vs GEN
+20.3%
+34.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.9% | -14.9% | -15.8% |
| 7D | -29.3% | +8.5% | -37.8% | -29.6% |
| 30D | -46.0% | +34.2% | -80.2% | -47.7% |
| 3M | -43.2% | +10.0% | -53.2% | -43.6% |
| 6M | -53.7% | +56.8% | -110.5% | -60.7% |
| YTD | +46.9% | +14.2% | +32.7% | +37.1% |
| 1Y | +54.3% | +20.8% | +33.5% | +40.7% |
| All | +54.3% | +20.3% | +34.0% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling