+97.7%
DOCN vs MSCI
+70.2%
+27.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.4% | -12.6% | -11.2% |
| 7D | -20.0% | +11.5% | -31.5% | -26.9% |
| 30D | -38.8% | +22.1% | -60.9% | -48.2% |
| 3M | -34.8% | +18.4% | -53.2% | -44.0% |
| 6M | -22.8% | +16.6% | -39.4% | -36.0% |
| YTD | +74.6% | +18.8% | +55.8% | +40.6% |
| 1Y | +116.4% | +19.0% | +97.5% | +73.6% |
| 3Y | +239.3% | +40.7% | +198.6% | +110.2% |
| 5Y | -20.2% | +7.9% | -28.1% | -32.9% |
| All | +97.7% | +70.2% | +27.5% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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