+54.0%
DOCN vs ROIV
+93.5%
-39.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.2% | -3.7% | -0.3% |
| 7D | -19.2% | +5.3% | -24.5% | -21.0% |
| 30D | -43.1% | +11.9% | -54.9% | -45.9% |
| 3M | -40.7% | +10.7% | -51.4% | -43.4% |
| 6M | -55.0% | +34.9% | -89.9% | -59.3% |
| YTD | +50.6% | +79.2% | -28.5% | +24.2% |
| 1Y | +54.0% | +89.0% | -35.1% | +25.8% |
| All | +54.0% | +93.5% | -39.5% | +25.8% |
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