+97.7%
DOCN vs NDAQ
+140.1%
-42.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.6% | -9.7% | -9.1% |
| 7D | -20.0% | +3.9% | -24.0% | -22.5% |
| 30D | -38.8% | +19.0% | -57.8% | -46.9% |
| 3M | -34.8% | +17.6% | -52.4% | -43.1% |
| 6M | -22.8% | +21.0% | -43.8% | -36.4% |
| YTD | +74.6% | +14.1% | +60.5% | +49.6% |
| 1Y | +116.4% | +29.4% | +87.0% | +62.5% |
| 3Y | +239.3% | +127.4% | +111.9% | +35.2% |
| 5Y | -20.2% | +66.1% | -86.3% | -57.3% |
| All | +97.7% | +140.1% | -42.4% | -6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling