+250.2%
DOCN vs NDAQ
+4.3%
+245.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +2.7% |
| 7D | +1.1% | -2.4% | +3.6% | +0.8% |
| 30D | -9.6% | +2.5% | -12.1% | -9.4% |
| 3M | -37.7% | +9.9% | -47.6% | -36.6% |
| 6M | +115.2% | +9.4% | +105.8% | +116.0% |
| YTD | +133.7% | +0.4% | +133.3% | +151.2% |
| 1Y | +250.2% | +4.0% | +246.1% | +269.5% |
| All | +250.2% | +4.3% | +245.9% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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