+60.1%
DOCN vs OMC
+33.9%
+26.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.5% | +5.3% | +4.0% |
| 7D | +1.1% | -6.4% | +7.5% | +4.4% |
| 30D | -9.6% | +1.1% | -10.7% | -10.6% |
| 3M | -37.7% | +10.4% | -48.1% | -42.5% |
| 6M | +115.2% | -1.7% | +116.9% | +111.5% |
| YTD | +133.7% | +4.4% | +129.3% | +118.0% |
| 1Y | +250.2% | +8.4% | +241.7% | +212.7% |
| 3Y | +320.3% | +14.4% | +305.9% | +249.9% |
| All | +60.1% | +33.9% | +26.1% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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