+53.9%
DOCN vs ITOT
+11.9%
+42.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.7% |
| 7D | -12.1% | -0.5% | -11.6% | -10.0% |
| 30D | -41.0% | -3.4% | -37.6% | -33.5% |
| 3M | -38.7% | -3.1% | -35.6% | -31.3% |
| 6M | -51.5% | +2.2% | -53.7% | -51.7% |
| YTD | +65.3% | +11.0% | +54.2% | +39.4% |
| 1Y | +53.9% | +11.4% | +42.5% | +28.9% |
| All | +53.9% | +11.9% | +42.0% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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