+86.2%
DOCN vs IAU
-6.5%
+92.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.8% | +6.1% | +4.2% |
| 7D | +27.4% | -5.5% | +32.9% | +29.6% |
| 30D | -29.7% | -7.0% | -22.8% | -28.0% |
| 3M | -32.5% | -12.3% | -20.2% | -29.7% |
| 6M | -42.2% | -17.9% | -24.2% | -39.9% |
| YTD | +87.2% | -10.3% | +97.5% | +83.4% |
| 1Y | +86.2% | -7.9% | +94.1% | +79.9% |
| All | +86.2% | -6.5% | +92.7% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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