+103.1%
DOCN vs TECH
-20.9%
+124.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.2% | -4.2% |
| 7D | +19.1% | +0.1% | +19.0% | +19.0% |
| 30D | -21.0% | +0.5% | -21.5% | -21.2% |
| 3M | -34.7% | +1.1% | -35.8% | -35.2% |
| 6M | -45.8% | +62.8% | -108.6% | -60.9% |
| YTD | +79.4% | +24.5% | +54.9% | +45.2% |
| 1Y | +91.0% | +20.6% | +70.4% | +57.4% |
| 3Y | +237.5% | +29.5% | +208.0% | +122.8% |
| 5Y | -30.4% | -40.9% | +10.5% | -0.1% |
| All | +103.1% | -20.9% | +124.0% | +136.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling