+324.3%
DOCN vs S
+16.9%
+307.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.6% |
| 7D | +1.1% | -7.7% | +8.8% | +5.0% |
| 30D | -9.6% | -5.3% | -4.3% | -7.8% |
| 3M | -37.7% | +20.3% | -58.0% | -44.3% |
| 6M | +115.2% | +47.4% | +67.8% | +72.8% |
| YTD | +133.7% | +32.5% | +101.2% | +96.8% |
| 1Y | +250.2% | +9.5% | +240.6% | +218.9% |
| All | +324.3% | +16.9% | +307.3% | +225.7% |
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