+84.2%
DOCN vs OPEN
-94.5%
+178.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.7% | +7.3% | +7.9% |
| 7D | -12.8% | -21.7% | +8.9% | -8.7% |
| 30D | -41.9% | -36.5% | -5.4% | -36.3% |
| 3M | -36.9% | -59.5% | +22.6% | -23.7% |
| 6M | -52.2% | -71.9% | +19.6% | -37.7% |
| YTD | +62.7% | -75.8% | +138.5% | +116.1% |
| 1Y | +58.2% | -78.5% | +136.8% | +112.0% |
| 3Y | +219.5% | -30.2% | +249.7% | +95.9% |
| 5Y | -32.9% | -93.3% | +60.4% | -17.5% |
| All | +84.2% | -94.5% | +178.8% | +134.8% |
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