+250.2%
DOCN vs IT
-24.5%
+274.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.6% | +7.4% | +2.8% |
| 7D | +1.1% | -6.0% | +7.2% | +1.1% |
| 30D | -9.6% | 0.0% | -9.6% | -9.6% |
| 3M | -37.7% | +13.1% | -50.8% | -35.8% |
| 6M | +115.2% | +11.7% | +103.5% | +120.3% |
| YTD | +133.7% | -26.1% | +159.8% | +163.8% |
| 1Y | +250.2% | -21.3% | +271.4% | +289.4% |
| All | +250.2% | -24.5% | +274.6% | +289.4% |
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