+196.4%
DOCN vs RACE
+30.0%
+166.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -2.3% | -13.5% | -15.4% |
| 7D | -29.3% | +5.7% | -34.9% | -30.0% |
| 30D | -46.0% | +9.3% | -55.3% | -47.0% |
| 3M | -43.2% | +3.8% | -47.0% | -43.7% |
| 6M | -53.7% | +29.8% | -83.5% | -56.5% |
| YTD | +46.9% | +15.6% | +31.3% | +40.8% |
| 1Y | +54.3% | +5.1% | +49.3% | +52.9% |
| All | +196.4% | +30.0% | +166.4% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling