+324.3%
DOCN vs INDA
+13.1%
+311.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | +0.7% | +0.4% | +0.4% |
| 30D | -9.6% | -0.8% | -8.8% | -9.0% |
| 3M | -37.7% | +3.9% | -41.6% | -40.3% |
| 6M | +115.2% | -0.7% | +115.9% | +114.5% |
| YTD | +133.7% | -7.7% | +141.4% | +152.5% |
| 1Y | +250.2% | -5.1% | +255.3% | +266.0% |
| All | +324.3% | +13.1% | +311.2% | +185.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling