+250.2%
DOCN vs ROIV
+177.7%
+72.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.2% |
| 7D | +1.1% | +0.6% | +0.5% | +0.9% |
| 30D | -9.6% | +1.0% | -10.6% | -9.7% |
| 3M | -37.7% | +18.3% | -56.0% | -40.3% |
| 6M | +115.2% | +18.3% | +96.9% | +104.3% |
| YTD | +133.7% | +61.0% | +72.8% | +100.0% |
| 1Y | +250.2% | +177.9% | +72.3% | +134.4% |
| All | +250.2% | +177.7% | +72.5% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling