+198.1%
DOCN vs SU
+295.9%
-97.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.8% | +11.8% | +12.4% |
| 7D | +16.3% | -1.0% | +17.3% | +16.7% |
| 30D | +2.0% | +13.7% | -11.6% | -1.9% |
| 3M | -25.2% | +8.0% | -33.2% | -27.1% |
| 6M | +132.7% | +21.0% | +111.7% | +118.1% |
| YTD | +163.3% | +56.2% | +107.0% | +127.9% |
| 1Y | +280.3% | +72.2% | +208.1% | +219.7% |
| 3Y | +371.8% | +118.1% | +253.8% | +269.7% |
| 5Y | +87.1% | +350.3% | -263.2% | +20.8% |
| All | +198.1% | +295.9% | -97.9% | +83.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling