+70.5%
DOCN vs MSCI
+61.8%
+8.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +4.2% |
| 7D | -19.2% | +2.8% | -22.0% | -21.1% |
| 30D | -43.1% | +15.4% | -58.5% | -49.6% |
| 3M | -40.7% | +13.4% | -54.1% | -47.3% |
| 6M | -55.0% | +10.9% | -65.9% | -61.1% |
| YTD | +50.6% | +13.0% | +37.6% | +26.3% |
| 1Y | +54.0% | +12.0% | +41.9% | +29.8% |
| 3Y | +203.9% | +34.1% | +169.8% | +95.5% |
| 5Y | -29.4% | +3.9% | -33.3% | -38.5% |
| All | +70.5% | +61.8% | +8.8% | +17.1% |
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