+62.8%
DOCN vs PL
+16.0%
+46.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -10.1% | -5.7% | -12.8% |
| 7D | -29.3% | -20.5% | -8.7% | -23.9% |
| 30D | -46.0% | -38.8% | -7.3% | -37.1% |
| 3M | -43.2% | -49.1% | +5.9% | -30.6% |
| 6M | -53.7% | -69.4% | +15.7% | -36.5% |
| YTD | +46.9% | -42.3% | +89.3% | +59.9% |
| 1Y | +54.3% | -14.2% | +68.5% | +44.7% |
| 3Y | +185.5% | +398.7% | -213.1% | +10.2% |
| 5Y | -31.1% | +11.1% | -42.2% | -58.4% |
| All | +62.8% | +16.0% | +46.8% | +1.8% |
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