+164.6%
DOCN vs IAU
+152.9%
+11.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.7% | +3.0% |
| 7D | +1.1% | -0.5% | +1.6% | +1.3% |
| 30D | -9.6% | +4.4% | -14.1% | -10.5% |
| 3M | -37.7% | -1.1% | -36.6% | -37.6% |
| 6M | +115.2% | -13.7% | +128.9% | +120.8% |
| YTD | +133.7% | +2.7% | +131.0% | +128.2% |
| 1Y | +250.2% | +24.6% | +225.5% | +225.7% |
| 3Y | +320.3% | +126.8% | +193.4% | +203.1% |
| 5Y | +53.1% | +139.5% | -86.4% | +1.7% |
| All | +164.6% | +152.9% | +11.8% | +66.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling