-50.4%
DOCN vs INIO
-55.1%
+4.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -19.5% | +12.3% | +1.1% |
| 7D | -20.0% | -19.7% | -0.4% | -12.9% |
| 30D | -38.8% | -22.3% | -16.4% | -32.8% |
| 3M | -34.8% | -46.1% | +11.3% | -16.8% |
| All | -50.4% | -55.1% | +4.8% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 6mo: compounded portfolio wealth divided by compounded INIO 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…
6mo analysis · Full analysis span regression · Available span rolling