+96.2%
DOCN vs SOUN
-60.0%
+156.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -3.8% |
| 7D | +19.1% | -15.1% | +34.2% | +21.2% |
| 30D | -21.0% | -23.0% | +1.9% | -18.8% |
| 3M | -34.7% | -53.3% | +18.6% | -29.2% |
| 6M | -45.8% | -58.6% | +12.8% | -40.5% |
| YTD | +79.4% | -65.0% | +144.4% | +98.1% |
| 1Y | +91.0% | -71.4% | +162.5% | +115.2% |
| 3Y | +237.5% | +75.4% | +162.1% | +203.6% |
| All | +96.2% | -60.0% | +156.2% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 5y: compounded portfolio wealth divided by compounded SOUN 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…
5y analysis · Full analysis span regression · 6 months rolling