+252.3%
DOCN vs S
+45.1%
+207.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.6% | -8.8% | -7.9% |
| 7D | -20.0% | -8.2% | -11.8% | -16.9% |
| 30D | -38.8% | -7.6% | -31.1% | -36.4% |
| 3M | -34.8% | +12.0% | -46.8% | -38.8% |
| 6M | -22.8% | +50.6% | -73.4% | -38.3% |
| YTD | +74.6% | +56.6% | +18.0% | +36.3% |
| 1Y | +116.4% | +39.2% | +77.2% | +76.3% |
| All | +252.3% | +45.1% | +207.2% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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