+196.4%
DOCN vs GEN
+84.3%
+112.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.9% | -14.9% | -15.5% |
| 7D | -29.3% | +8.5% | -37.8% | -31.5% |
| 30D | -46.0% | +34.2% | -80.2% | -52.6% |
| 3M | -43.2% | +10.0% | -53.2% | -46.4% |
| 6M | -53.7% | +56.8% | -110.5% | -65.5% |
| YTD | +46.9% | +14.2% | +32.7% | +33.0% |
| 1Y | +54.3% | +20.8% | +33.5% | +34.1% |
| All | +196.4% | +84.3% | +112.2% | +79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling