+74.3%
DOCN vs ILMN
+74.5%
-0.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.9% | +10.5% | +9.9% |
| 7D | +3.7% | -6.0% | +9.7% | +6.4% |
| 30D | -33.7% | -23.0% | -10.6% | -27.7% |
| 3M | -27.9% | +10.4% | -38.3% | -26.3% |
| 6M | -46.4% | +49.4% | -95.9% | -49.6% |
| YTD | +81.1% | +62.3% | +18.8% | +59.8% |
| 1Y | +74.3% | +73.7% | +0.6% | +49.3% |
| All | +74.3% | +74.5% | -0.2% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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