+91.0%
DOCN vs IT
-15.8%
+106.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.8% | -4.1% |
| 7D | +19.1% | +1.1% | +18.0% | +19.2% |
| 30D | -21.0% | -1.8% | -19.2% | -21.1% |
| 3M | -34.7% | +4.8% | -39.6% | -34.1% |
| 6M | -45.8% | +33.0% | -78.8% | -44.5% |
| YTD | +79.4% | -23.8% | +103.2% | +94.8% |
| 1Y | +91.0% | -16.5% | +107.5% | +112.8% |
| All | +91.0% | -15.8% | +106.8% | +112.8% |
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