+103.1%
DOCN vs IT
+5.4%
+97.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.8% | -4.4% |
| 7D | +19.1% | +1.1% | +18.0% | +18.7% |
| 30D | -21.0% | -1.8% | -19.2% | -21.7% |
| 3M | -34.7% | +4.8% | -39.6% | -38.5% |
| 6M | -45.8% | +33.0% | -78.8% | -57.2% |
| YTD | +79.4% | -23.8% | +103.2% | +94.7% |
| 1Y | +91.0% | -16.5% | +107.5% | +93.3% |
| 3Y | +237.5% | -53.6% | +291.1% | +402.5% |
| 5Y | -30.4% | -42.1% | +11.7% | -21.7% |
| All | +103.1% | +5.4% | +97.7% | +82.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling