+103.1%
DOCN vs SU
+307.8%
-204.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.4% |
| 7D | +19.1% | +1.7% | +17.4% | +18.5% |
| 30D | -21.0% | -7.9% | -13.2% | -19.2% |
| 3M | -34.7% | +7.5% | -42.3% | -36.5% |
| 6M | -45.8% | +7.2% | -53.0% | -47.4% |
| YTD | +79.4% | +60.9% | +18.5% | +53.1% |
| 1Y | +91.0% | +63.6% | +27.4% | +62.1% |
| 3Y | +237.5% | +128.9% | +108.6% | +160.2% |
| 5Y | -30.4% | +228.3% | -258.7% | -51.9% |
| All | +103.1% | +307.8% | -204.7% | +23.5% |
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