+191.8%
DOCN vs PL
+81.7%
+110.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.7% | +14.4% | +13.1% |
| 7D | +16.3% | -7.5% | +23.8% | +18.5% |
| 30D | +2.0% | -25.6% | +27.6% | +10.8% |
| 3M | -25.2% | -45.6% | +20.4% | -11.8% |
| 6M | +132.7% | -29.5% | +162.2% | +141.9% |
| YTD | +163.3% | -9.7% | +173.0% | +149.7% |
| 1Y | +280.3% | +84.4% | +196.0% | +179.8% |
| 3Y | +371.8% | +550.0% | -178.2% | +71.8% |
| 5Y | +87.1% | +79.0% | +8.1% | +1.7% |
| All | +191.8% | +81.7% | +110.0% | +59.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling