+116.4%
DOCN vs IT
-17.9%
+134.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.5% | -8.6% | -7.0% |
| 7D | -20.0% | -5.5% | -14.6% | -20.4% |
| 30D | -38.8% | +10.3% | -49.1% | -38.1% |
| 3M | -34.8% | +11.5% | -46.3% | -33.8% |
| 6M | -22.8% | +40.3% | -63.1% | -21.0% |
| YTD | +74.6% | -17.9% | +92.5% | +106.7% |
| 1Y | +116.4% | -8.8% | +125.2% | +142.2% |
| All | +116.4% | -17.9% | +134.3% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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