+60.1%
DOCN vs SUI
-32.0%
+92.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +1.1% | -2.8% | +4.0% | +3.0% |
| 30D | -9.6% | -1.2% | -8.5% | -9.3% |
| 3M | -37.7% | -1.7% | -35.9% | -38.4% |
| 6M | +115.2% | -10.5% | +125.7% | +126.6% |
| YTD | +133.7% | -1.8% | +135.6% | +126.6% |
| 1Y | +250.2% | -4.1% | +254.2% | +244.1% |
| 3Y | +320.3% | +11.3% | +309.0% | +240.2% |
| All | +60.1% | -32.0% | +92.0% | +142.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling