-31.1%
DOCN vs NDAQ
+60.9%
-92.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.6% | -13.2% | -13.8% |
| 7D | -29.3% | +1.2% | -30.4% | -29.9% |
| 30D | -46.0% | +15.8% | -61.8% | -52.3% |
| 3M | -43.2% | +13.4% | -56.6% | -49.0% |
| 6M | -53.7% | +20.9% | -74.6% | -61.9% |
| YTD | +46.9% | +11.1% | +35.8% | +28.4% |
| 1Y | +54.3% | +26.5% | +27.8% | +17.0% |
| 3Y | +185.5% | +121.5% | +64.1% | +9.6% |
| 5Y | -31.1% | +61.3% | -92.4% | -55.4% |
| All | -31.1% | +60.9% | -92.0% | -55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling