-26.2%
DOCN vs NDAQ
+68.2%
-94.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.5% |
| 7D | -12.1% | +2.9% | -15.0% | -13.8% |
| 30D | -41.0% | +17.5% | -58.5% | -48.4% |
| 3M | -38.7% | +15.4% | -54.2% | -45.7% |
| 6M | -51.5% | +24.6% | -76.1% | -60.9% |
| YTD | +65.3% | +14.4% | +50.8% | +41.3% |
| 1Y | +53.9% | +26.9% | +27.0% | +17.3% |
| 3Y | +215.6% | +119.8% | +95.7% | +24.1% |
| 5Y | -26.2% | +70.5% | -96.7% | -56.0% |
| All | -26.2% | +68.2% | -94.4% | -56.0% |
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 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