+70.5%
DOCN vs RUN
-82.7%
+153.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +2.3% |
| 7D | -19.2% | +33.4% | -52.6% | -25.3% |
| 30D | -43.1% | +31.1% | -74.2% | -47.2% |
| 3M | -40.7% | +6.4% | -47.1% | -42.5% |
| 6M | -55.0% | -22.2% | -32.8% | -53.6% |
| YTD | +50.6% | -45.8% | +96.4% | +62.7% |
| 1Y | +54.0% | -51.1% | +105.1% | +68.6% |
| 3Y | +203.9% | -3.0% | +206.9% | +84.5% |
| 5Y | -29.4% | -82.2% | +52.9% | -26.2% |
| All | +70.5% | -82.7% | +153.3% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling