+54.3%
DOCN vs SUI
+1.3%
+53.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.7% | -16.5% | -15.1% |
| 7D | -29.3% | +8.8% | -38.0% | -22.3% |
| 30D | -46.0% | +8.9% | -55.0% | -40.3% |
| 3M | -43.2% | +2.0% | -45.2% | -40.6% |
| 6M | -53.7% | -0.6% | -53.1% | -51.8% |
| YTD | +46.9% | +1.3% | +45.6% | +52.0% |
| 1Y | +54.3% | +1.3% | +53.1% | +59.3% |
| All | +54.3% | +1.3% | +53.0% | +59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling