+74.3%
DOCN vs INDA
-5.2%
+79.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.3% | +9.8% | +9.7% |
| 7D | +3.7% | +3.1% | +0.6% | +2.1% |
| 30D | -33.7% | +11.3% | -45.0% | -37.8% |
| 3M | -27.9% | +3.0% | -30.9% | -28.9% |
| 6M | -46.4% | +6.5% | -53.0% | -48.7% |
| YTD | +81.1% | -4.6% | +85.7% | +81.7% |
| 1Y | +74.3% | -5.8% | +80.1% | +73.5% |
| All | +74.3% | -5.2% | +79.5% | +73.5% |
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