+60.1%
DOCN vs RACE
+93.6%
-33.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +4.0% |
| 7D | +1.1% | -2.5% | +3.7% | +2.7% |
| 30D | -9.6% | +0.8% | -10.4% | -10.5% |
| 3M | -37.7% | +17.2% | -54.8% | -44.6% |
| 6M | +115.2% | +13.6% | +101.6% | +91.7% |
| YTD | +133.7% | +12.2% | +121.5% | +106.9% |
| 1Y | +250.2% | -16.3% | +266.4% | +282.3% |
| 3Y | +320.3% | +36.4% | +283.9% | +141.3% |
| All | +60.1% | +93.6% | -33.5% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling