+164.6%
DOCN vs MSCI
+44.6%
+120.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | -9.6% | +0.6% | -10.2% | -10.4% |
| 3M | -37.7% | -7.1% | -30.6% | -36.4% |
| 6M | +115.2% | +0.8% | +114.4% | +102.8% |
| YTD | +133.7% | +1.0% | +132.7% | +117.1% |
| 1Y | +250.2% | +4.3% | +245.8% | +209.5% |
| 3Y | +320.3% | +9.9% | +310.3% | +231.9% |
| 5Y | +53.1% | -6.8% | +59.9% | +46.9% |
| All | +164.6% | +44.6% | +120.0% | +101.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling