+74.7%
DOCN vs MSFU
+97.0%
-22.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -7.4% | -8.5% | -12.9% |
| 7D | -29.3% | +1.0% | -30.3% | -29.9% |
| 30D | -46.0% | +0.6% | -46.6% | -46.1% |
| 3M | -43.2% | +16.4% | -59.6% | -47.1% |
| 6M | -53.7% | +53.0% | -106.7% | -62.9% |
| YTD | +46.9% | +3.5% | +43.4% | +38.5% |
| 1Y | +54.3% | -7.8% | +62.2% | +53.6% |
| 3Y | +185.5% | +35.6% | +150.0% | +106.1% |
| All | +74.7% | +97.0% | -22.3% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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