+252.1%
DOCN vs SU
+130.2%
+121.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.9% | +3.2% |
| 7D | +27.4% | +0.3% | +27.1% | +27.2% |
| 30D | -29.7% | -7.9% | -21.9% | -27.6% |
| 3M | -32.5% | +9.2% | -41.6% | -35.8% |
| 6M | -42.2% | +5.5% | -47.6% | -44.4% |
| YTD | +87.2% | +59.5% | +27.7% | +44.1% |
| 1Y | +86.2% | +59.9% | +26.3% | +43.0% |
| All | +252.1% | +130.2% | +121.9% | +129.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling