+286.6%
DOCN vs SU
+74.8%
+211.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.1% | +4.1% |
| 7D | +26.5% | +1.6% | +24.9% | +25.8% |
| 30D | +2.3% | +10.7% | -8.5% | -1.4% |
| 3M | -21.2% | +13.5% | -34.7% | -24.7% |
| 6M | +130.6% | +21.8% | +108.8% | +106.8% |
| YTD | +175.7% | +58.8% | +116.9% | +112.7% |
| 1Y | +286.6% | +72.0% | +214.5% | +164.8% |
| All | +286.6% | +74.8% | +211.8% | +164.8% |
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