+66.4%
DOCN vs OPEN
-93.1%
+159.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -9.6% | -6.3% | -13.6% |
| 7D | -29.3% | -5.8% | -23.5% | -28.4% |
| 30D | -46.0% | -21.1% | -24.9% | -43.3% |
| 3M | -43.2% | -52.4% | +9.2% | -33.3% |
| 6M | -53.7% | -65.8% | +12.1% | -41.8% |
| YTD | +46.9% | -69.3% | +116.2% | +86.3% |
| 1Y | +54.3% | -75.2% | +129.6% | +101.5% |
| 3Y | +185.5% | -14.4% | +199.9% | +69.1% |
| 5Y | -31.1% | -92.0% | +60.9% | -18.0% |
| All | +66.4% | -93.1% | +159.4% | +102.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling