+70.5%
DOCN vs NDAQ
+134.4%
-63.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | -19.2% | +0.8% | -20.0% | -19.6% |
| 30D | -43.1% | +16.5% | -59.6% | -49.7% |
| 3M | -40.7% | +13.5% | -54.2% | -46.7% |
| 6M | -55.0% | +20.9% | -75.9% | -62.7% |
| YTD | +50.6% | +11.4% | +39.2% | +31.9% |
| 1Y | +54.0% | +25.9% | +28.0% | +18.6% |
| 3Y | +203.9% | +119.9% | +84.0% | +25.1% |
| 5Y | -29.4% | +61.7% | -91.1% | -61.4% |
| All | +70.5% | +134.4% | -63.9% | -18.0% |
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