+103.1%
DOCN vs NDAQ
+137.4%
-34.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.0% |
| 7D | +19.1% | +1.3% | +17.8% | +18.0% |
| 30D | -21.0% | +18.0% | -39.0% | -31.1% |
| 3M | -34.7% | +11.5% | -46.3% | -40.5% |
| 6M | -45.8% | +21.1% | -66.9% | -55.0% |
| YTD | +79.4% | +12.8% | +66.6% | +55.6% |
| 1Y | +91.0% | +25.7% | +65.3% | +47.8% |
| 3Y | +237.5% | +116.8% | +120.6% | +41.8% |
| 5Y | -30.4% | +67.3% | -97.7% | -62.6% |
| All | +103.1% | +137.4% | -34.3% | -3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling