-53.7%
DOCN vs SUNB
+2.6%
-56.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -5.7% | -10.2% | -13.4% |
| 7D | -29.3% | -9.7% | -19.6% | -26.1% |
| 30D | -46.0% | -3.1% | -43.0% | -44.8% |
| 3M | -43.2% | -4.3% | -38.9% | -42.3% |
| 6M | -53.7% | +3.1% | -56.8% | -53.2% |
| All | -53.7% | +2.6% | -56.3% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling