+70.5%
DOCN vs OPEN
-94.6%
+165.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -21.8% | +24.3% | +7.6% |
| 7D | -19.2% | -22.2% | +3.1% | -15.3% |
| 30D | -43.1% | -38.3% | -4.7% | -37.2% |
| 3M | -40.7% | -59.4% | +18.7% | -28.3% |
| 6M | -55.0% | -74.4% | +19.4% | -40.0% |
| YTD | +50.6% | -76.0% | +126.6% | +100.3% |
| 1Y | +54.0% | -78.7% | +132.6% | +106.5% |
| 3Y | +203.9% | -30.0% | +233.9% | +85.7% |
| 5Y | -29.4% | -93.7% | +64.4% | -11.8% |
| All | +70.5% | -94.6% | +165.1% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling