+51.5%
DOCN vs SU
+61.1%
-9.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.9% | +9.9% | +8.3% |
| 7D | -12.8% | -10.6% | -2.2% | -11.2% |
| 30D | -41.9% | -6.6% | -35.3% | -41.5% |
| 3M | -36.9% | +12.9% | -49.9% | -39.3% |
| 6M | -52.2% | +6.7% | -59.0% | -53.6% |
| YTD | +62.7% | +55.2% | +7.5% | +49.3% |
| All | +51.5% | +61.1% | -9.6% | +39.5% |
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 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