+196.4%
DOCN vs INDA
+14.0%
+182.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | 0.0% | -15.8% | -15.8% |
| 7D | -29.3% | +5.5% | -34.8% | -32.7% |
| 30D | -46.0% | +7.0% | -53.1% | -49.4% |
| 3M | -43.2% | -0.6% | -42.6% | -43.1% |
| 6M | -53.7% | +1.7% | -55.5% | -54.8% |
| YTD | +46.9% | -7.5% | +54.4% | +56.8% |
| 1Y | +54.3% | -7.9% | +62.2% | +65.3% |
| All | +196.4% | +14.0% | +182.5% | +142.1% |
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 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