+164.6%
DOCN vs SUI
-4.8%
+169.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +1.1% | -2.8% | +4.0% | +2.9% |
| 30D | -9.6% | -1.2% | -8.5% | -9.4% |
| 3M | -37.7% | -1.7% | -35.9% | -38.3% |
| 6M | +115.2% | -10.5% | +125.7% | +126.1% |
| YTD | +133.7% | -1.8% | +135.6% | +127.0% |
| 1Y | +250.2% | -4.1% | +254.2% | +244.5% |
| 3Y | +320.3% | +11.3% | +309.0% | +245.5% |
| 5Y | +53.1% | -32.1% | +85.2% | +98.6% |
| All | +164.6% | -4.8% | +169.4% | +208.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling