+203.9%
DOCN vs RUN
-8.7%
+212.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +2.4% |
| 7D | -19.2% | +33.4% | -52.6% | -22.0% |
| 30D | -43.1% | +31.1% | -74.2% | -45.0% |
| 3M | -40.7% | +6.4% | -47.1% | -41.5% |
| 6M | -55.0% | -22.2% | -32.8% | -54.3% |
| YTD | +50.6% | -45.8% | +96.4% | +55.8% |
| 1Y | +54.0% | -51.1% | +105.1% | +60.2% |
| 3Y | +203.9% | -3.0% | +206.9% | +145.0% |
| All | +203.9% | -8.7% | +212.6% | +145.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling