+97.7%
DOCN vs SUI
-2.4%
+100.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.2% | -12.3% | -10.0% |
| 7D | -20.0% | +10.0% | -30.1% | -24.6% |
| 30D | -38.8% | +8.4% | -47.2% | -42.3% |
| 3M | -34.8% | +0.7% | -35.5% | -36.2% |
| 6M | -22.8% | -0.9% | -21.9% | -25.0% |
| YTD | +74.6% | +0.6% | +74.0% | +64.8% |
| 1Y | +116.4% | +0.8% | +115.7% | +103.7% |
| 3Y | +239.3% | +15.5% | +223.9% | +169.0% |
| 5Y | -20.2% | -25.9% | +5.6% | +3.1% |
| All | +97.7% | -2.4% | +100.1% | +124.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling