+164.6%
DOCN vs P
+347.6%
-183.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.1% |
| 7D | +1.1% | +6.5% | -5.4% | -2.2% |
| 30D | -9.6% | +18.8% | -28.5% | -19.2% |
| 3M | -37.7% | +26.7% | -64.4% | -46.1% |
| 6M | +115.2% | +62.2% | +53.0% | +61.5% |
| YTD | +133.7% | +48.5% | +85.2% | +81.7% |
| 1Y | +250.2% | +26.4% | +223.8% | +180.9% |
| 3Y | +320.3% | +159.4% | +160.9% | +82.4% |
| 5Y | +53.1% | +275.8% | -222.7% | -48.5% |
| All | +164.6% | +347.6% | -183.0% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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