-23.7%
DOCN vs OPEN
-94.2%
+70.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.2% | +5.4% | +8.6% |
| 7D | +3.7% | -31.1% | +34.8% | +12.3% |
| 30D | -33.7% | -34.7% | +1.0% | -27.8% |
| 3M | -27.9% | -61.9% | +34.0% | -11.7% |
| 6M | -46.4% | -71.9% | +25.4% | -30.3% |
| YTD | +81.1% | -76.6% | +157.7% | +141.6% |
| 1Y | +74.3% | -83.9% | +158.2% | +150.1% |
| 3Y | +245.8% | -34.4% | +280.2% | +114.1% |
| 5Y | -23.7% | -93.9% | +70.2% | +78.4% |
| All | -23.7% | -94.2% | +70.5% | +78.4% |
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