+86.2%
DOCN vs SPG
+32.6%
+53.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.8% | +3.1% |
| 7D | +27.4% | +3.1% | +24.3% | +29.4% |
| 30D | -29.7% | +16.4% | -46.2% | -23.6% |
| 3M | -32.5% | +7.1% | -39.5% | -29.7% |
| 6M | -42.2% | +16.1% | -58.2% | -39.0% |
| YTD | +87.2% | +30.4% | +56.7% | +96.3% |
| 1Y | +86.2% | +33.0% | +53.2% | +96.2% |
| All | +86.2% | +32.6% | +53.6% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling