+54.0%
DOCN vs SPY
+9.9%
+44.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +1.6% |
| 7D | -19.2% | -2.7% | -16.4% | -12.1% |
| 30D | -43.1% | -5.4% | -37.7% | -32.0% |
| 3M | -40.7% | -4.1% | -36.6% | -31.4% |
| 6M | -55.0% | +0.7% | -55.7% | -53.2% |
| YTD | +50.6% | +8.7% | +42.0% | +34.7% |
| 1Y | +54.0% | +10.9% | +43.1% | +31.8% |
| All | +54.0% | +9.9% | +44.1% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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