+51.5%
DOCN vs MDY
+14.9%
+36.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.2% | +4.9% | +1.1% |
| 7D | -12.8% | +0.7% | -13.5% | -13.1% |
| 30D | -41.9% | +1.3% | -43.2% | -42.4% |
| 3M | -36.9% | -4.1% | -32.9% | -30.3% |
| 6M | -52.2% | +1.0% | -53.2% | -51.8% |
| YTD | +62.7% | +13.3% | +49.4% | +36.5% |
| All | +51.5% | +14.9% | +36.7% | +25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling