+60.1%
DOCN vs OPEN
-83.7%
+143.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +2.7% |
| 7D | +1.1% | -4.3% | +5.4% | +2.1% |
| 30D | -9.6% | -16.2% | +6.6% | -6.2% |
| 3M | -37.7% | -36.4% | -1.3% | -31.4% |
| 6M | +115.2% | -35.5% | +150.7% | +135.0% |
| YTD | +133.7% | -46.0% | +179.7% | +161.6% |
| 1Y | +250.2% | -47.1% | +297.3% | +253.7% |
| 3Y | +320.3% | -19.0% | +339.3% | +171.7% |
| All | +60.1% | -83.7% | +143.8% | +91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling