-31.1%
DOCN vs SUI
-25.7%
-5.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.7% | -16.5% | -16.2% |
| 7D | -29.3% | +8.8% | -38.0% | -33.0% |
| 30D | -46.0% | +8.9% | -55.0% | -49.5% |
| 3M | -43.2% | +2.0% | -45.2% | -45.0% |
| 6M | -53.7% | -0.6% | -53.1% | -55.3% |
| YTD | +46.9% | +1.3% | +45.6% | +37.5% |
| 1Y | +54.3% | +1.3% | +53.1% | +44.2% |
| 3Y | +185.5% | +16.3% | +169.3% | +120.4% |
| 5Y | -31.1% | -25.1% | -6.0% | +1.2% |
| All | -31.1% | -25.7% | -5.4% | +1.2% |
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