+111.9%
DOCN vs MDY
+54.5%
+57.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.5% | +5.6% |
| 7D | +27.4% | +3.0% | +24.4% | +20.7% |
| 30D | -29.7% | +0.8% | -30.6% | -29.6% |
| 3M | -32.5% | -5.1% | -27.3% | -24.2% |
| 6M | -42.2% | +1.2% | -43.3% | -42.1% |
| YTD | +87.2% | +12.5% | +74.7% | +56.7% |
| 1Y | +86.2% | +13.8% | +72.5% | +52.7% |
| 3Y | +257.4% | +56.4% | +201.0% | +72.6% |
| 5Y | -27.4% | +35.3% | -62.7% | -53.8% |
| All | +111.9% | +54.5% | +57.5% | +24.6% |
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