+324.3%
DOCN vs MDB
-5.3%
+329.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.1% | +6.9% | +4.4% |
| 7D | +1.1% | -17.4% | +18.6% | +8.3% |
| 30D | -9.6% | -2.0% | -7.6% | -10.1% |
| 3M | -37.7% | -3.0% | -34.7% | -38.2% |
| 6M | +115.2% | +48.7% | +66.5% | +77.2% |
| YTD | +133.7% | -12.1% | +145.9% | +133.5% |
| 1Y | +250.2% | +14.5% | +235.7% | +212.9% |
| All | +324.3% | -5.3% | +329.6% | +252.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 3y: compounded portfolio wealth divided by compounded MDB 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…
3y analysis · Full analysis span regression · 6 months rolling