+164.6%
DOCN vs OMC
+30.7%
+134.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.5% | +5.3% | +4.0% |
| 7D | +1.1% | -6.4% | +7.5% | +4.2% |
| 30D | -9.6% | +1.1% | -10.7% | -10.5% |
| 3M | -37.7% | +10.4% | -48.1% | -42.2% |
| 6M | +115.2% | -1.7% | +116.9% | +111.8% |
| YTD | +133.7% | +4.4% | +129.3% | +119.1% |
| 1Y | +250.2% | +8.4% | +241.7% | +215.4% |
| 3Y | +320.3% | +14.4% | +305.9% | +257.9% |
| 5Y | +53.1% | +33.9% | +19.2% | +21.4% |
| All | +164.6% | +30.7% | +134.0% | +95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling