+203.9%
DOCN vs SU
+122.8%
+81.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.7% |
| 7D | -19.2% | -13.4% | -5.7% | -14.5% |
| 30D | -43.1% | +0.9% | -43.9% | -43.6% |
| 3M | -40.7% | +12.8% | -53.5% | -44.3% |
| 6M | -55.0% | +8.3% | -63.2% | -57.2% |
| YTD | +50.6% | +58.2% | -7.6% | +18.6% |
| 1Y | +54.0% | +67.1% | -13.2% | +17.9% |
| 3Y | +203.9% | +125.6% | +78.3% | +108.3% |
| All | +203.9% | +122.8% | +81.1% | +108.3% |
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