+54.3%
DOCN vs IAU
+2.6%
+51.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.8% | -16.7% | -16.1% |
| 7D | -29.3% | +1.9% | -31.2% | -29.7% |
| 30D | -46.0% | -1.7% | -44.3% | -45.6% |
| 3M | -43.2% | -3.6% | -39.6% | -42.3% |
| 6M | -53.7% | -10.1% | -43.6% | -52.8% |
| YTD | +46.9% | -5.1% | +52.1% | +40.8% |
| 1Y | +54.3% | +2.6% | +51.7% | +38.9% |
| All | +54.3% | +2.6% | +51.7% | +38.9% |
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