+164.6%
DOCN vs ROIV
+259.0%
-94.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.4% |
| 7D | +1.1% | +0.6% | +0.5% | +1.0% |
| 30D | -9.6% | +1.0% | -10.6% | -9.8% |
| 3M | -37.7% | +18.3% | -56.0% | -40.4% |
| 6M | +115.2% | +18.3% | +96.9% | +105.2% |
| YTD | +133.7% | +61.0% | +72.8% | +103.2% |
| 1Y | +250.2% | +177.9% | +72.3% | +160.4% |
| 3Y | +320.3% | +199.1% | +121.2% | +200.9% |
| 5Y | +53.1% | +250.7% | -197.6% | -9.4% |
| All | +164.6% | +259.0% | -94.4% | +64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling