+323.1%
DOCN vs MOH
-35.8%
+358.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +2.8% |
| 7D | +1.1% | +0.4% | +0.7% | +1.1% |
| 30D | -9.6% | +2.9% | -12.5% | -9.6% |
| 3M | -37.7% | +4.1% | -41.8% | -37.6% |
| 6M | +115.2% | +33.8% | +81.4% | +115.8% |
| YTD | +133.7% | +15.7% | +118.0% | +133.1% |
| 1Y | +250.2% | +17.5% | +232.6% | +248.9% |
| All | +323.1% | -35.8% | +358.9% | +306.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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