+53.9%
DOCN vs MSTZ
-51.1%
+105.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.6% | -6.1% | +2.6% |
| 7D | -12.1% | +21.1% | -33.3% | -9.3% |
| 30D | -41.0% | +40.1% | -81.1% | -36.9% |
| 3M | -38.7% | -66.1% | +27.4% | -41.3% |
| 6M | -51.5% | -20.7% | -30.8% | -46.7% |
| YTD | +65.3% | -78.6% | +143.9% | +67.0% |
| 1Y | +53.9% | -55.5% | +109.4% | +71.9% |
| All | +53.9% | -51.1% | +105.0% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling