+51.5%
DOCN vs INDA
-4.7%
+56.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.0% | +7.0% | +7.5% |
| 7D | -12.8% | +6.1% | -18.9% | -15.4% |
| 30D | -41.9% | +11.7% | -53.6% | -45.6% |
| 3M | -36.9% | +2.1% | -39.0% | -37.4% |
| 6M | -52.2% | +3.2% | -55.4% | -53.0% |
| YTD | +62.7% | -4.9% | +67.6% | +61.3% |
| All | +51.5% | -4.7% | +56.3% | +48.1% |
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