+250.2%
DOCN vs SU
+70.8%
+179.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +3.3% |
| 7D | +1.1% | +2.9% | -1.8% | 0.0% |
| 30D | -9.6% | +7.2% | -16.8% | -11.9% |
| 3M | -37.7% | +2.8% | -40.5% | -38.0% |
| 6M | +115.2% | +18.2% | +97.0% | +94.8% |
| YTD | +133.7% | +54.0% | +79.8% | +81.7% |
| 1Y | +250.2% | +70.1% | +180.0% | +144.1% |
| All | +250.2% | +70.8% | +179.4% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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