+159.0%
DOCN vs PL
+84.9%
+74.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +3.2% |
| 7D | +1.1% | -9.3% | +10.4% | +3.7% |
| 30D | -9.6% | -18.9% | +9.3% | -4.2% |
| 3M | -37.7% | -58.4% | +20.7% | -21.6% |
| 6M | +115.2% | -30.3% | +145.5% | +124.4% |
| YTD | +133.7% | -8.1% | +141.8% | +120.7% |
| 1Y | +250.2% | +180.5% | +69.7% | +117.8% |
| 3Y | +320.3% | +444.1% | -123.9% | +66.3% |
| 5Y | +53.1% | +83.0% | -29.9% | -16.2% |
| All | +159.0% | +84.9% | +74.1% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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