+164.6%
DOCN vs SU
+292.7%
-128.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.0% |
| 7D | +1.1% | +3.6% | -2.4% | 0.0% |
| 30D | -9.6% | +7.9% | -17.5% | -11.7% |
| 3M | -37.7% | +3.5% | -41.2% | -38.5% |
| 6M | +115.2% | +19.0% | +96.3% | +102.7% |
| YTD | +133.7% | +55.0% | +78.8% | +102.8% |
| 1Y | +250.2% | +71.2% | +178.9% | +194.7% |
| 3Y | +320.3% | +117.4% | +202.9% | +229.6% |
| 5Y | +53.1% | +335.2% | -282.1% | -0.6% |
| All | +164.6% | +292.7% | -128.0% | +63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling