+103.1%
DOCN vs MDY
+54.3%
+48.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.0% | -3.9% |
| 7D | +19.1% | +2.3% | +16.8% | +14.5% |
| 30D | -21.0% | +2.0% | -23.0% | -22.8% |
| 3M | -34.7% | -5.6% | -29.1% | -26.0% |
| 6M | -45.8% | +1.3% | -47.1% | -45.8% |
| YTD | +79.4% | +12.3% | +67.1% | +50.5% |
| 1Y | +91.0% | +15.8% | +75.2% | +51.5% |
| 3Y | +237.5% | +56.5% | +181.0% | +62.9% |
| 5Y | -30.4% | +35.1% | -65.5% | -55.6% |
| All | +103.1% | +54.3% | +48.8% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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