+324.3%
DOCN vs SU
+115.7%
+208.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.1% |
| 7D | +1.1% | +3.6% | -2.4% | -0.4% |
| 30D | -9.6% | +7.9% | -17.5% | -12.5% |
| 3M | -37.7% | +3.5% | -41.2% | -38.7% |
| 6M | +115.2% | +19.0% | +96.3% | +97.0% |
| YTD | +133.7% | +55.0% | +78.8% | +89.4% |
| 1Y | +250.2% | +71.2% | +178.9% | +170.6% |
| All | +324.3% | +115.7% | +208.6% | +193.4% |
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