+116.4%
DOCN vs INDA
-7.3%
+123.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.7% | -9.9% | -8.6% |
| 7D | -20.0% | +6.9% | -27.0% | -23.4% |
| 30D | -38.8% | +7.4% | -46.2% | -41.5% |
| 3M | -34.8% | -1.0% | -33.8% | -34.3% |
| 6M | -22.8% | +2.9% | -25.7% | -24.3% |
| YTD | +74.6% | -7.4% | +82.0% | +81.6% |
| 1Y | +116.4% | -7.4% | +123.8% | +124.3% |
| All | +116.4% | -7.3% | +123.8% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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