+203.9%
DOCN vs SPG
+124.5%
+79.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +2.0% |
| 7D | -19.2% | +4.9% | -24.1% | -21.4% |
| 30D | -43.1% | +15.6% | -58.7% | -48.1% |
| 3M | -40.7% | +4.1% | -44.8% | -42.3% |
| 6M | -55.0% | +13.6% | -68.6% | -59.8% |
| YTD | +50.6% | +27.5% | +23.1% | +20.1% |
| 1Y | +54.0% | +32.2% | +21.7% | +18.6% |
| 3Y | +203.9% | +126.0% | +77.9% | +67.9% |
| All | +203.9% | +124.5% | +79.4% | +67.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling