+111.7%
DOCN vs MSTZ
-99.2%
+210.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.9% | -9.1% | -3.6% |
| 7D | +19.1% | +30.8% | -11.7% | +23.1% |
| 30D | -21.0% | +41.2% | -62.2% | -16.1% |
| 3M | -34.7% | -60.9% | +26.2% | -37.0% |
| 6M | -45.8% | -15.7% | -30.1% | -41.0% |
| YTD | +79.4% | -75.2% | +154.6% | +84.0% |
| 1Y | +91.0% | -59.8% | +150.8% | +109.0% |
| All | +111.7% | -99.2% | +210.8% | +98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling