+108.1%
DOCN vs Q
+68.9%
+39.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.1% | -7.1% | -7.1% |
| 7D | -20.0% | -3.3% | -16.8% | -18.3% |
| 30D | -38.8% | -9.7% | -29.1% | -34.9% |
| 3M | -34.8% | -16.1% | -18.7% | -28.2% |
| 6M | -22.8% | -15.7% | -7.1% | -15.5% |
| YTD | +74.6% | +45.7% | +28.9% | +53.6% |
| 1Y | +116.4% | +18.0% | +98.4% | +104.5% |
| All | +108.1% | +68.9% | +39.2% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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