+60.1%
DOCN vs GEN
+24.6%
+35.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +5.0% | +4.0% |
| 7D | +1.1% | -1.2% | +2.3% | +1.7% |
| 30D | -9.6% | +10.1% | -19.8% | -15.0% |
| 3M | -37.7% | +16.1% | -53.8% | -44.1% |
| 6M | +115.2% | +38.9% | +76.4% | +70.3% |
| YTD | +133.7% | +14.4% | +119.3% | +109.0% |
| 1Y | +250.2% | +5.9% | +244.3% | +229.0% |
| 3Y | +320.3% | +58.8% | +261.5% | +196.4% |
| All | +60.1% | +24.6% | +35.4% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling