+54.3%
DOCN vs TECH
+34.3%
+20.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.1% | -15.8% | -15.9% |
| 7D | -29.3% | -0.1% | -29.2% | -29.3% |
| 30D | -46.0% | +0.3% | -46.4% | -46.0% |
| 3M | -43.2% | +1.0% | -44.2% | -43.2% |
| 6M | -53.7% | +28.6% | -82.3% | -53.6% |
| YTD | +46.9% | +24.1% | +22.8% | +44.1% |
| 1Y | +54.3% | +21.9% | +32.4% | +49.8% |
| All | +54.3% | +34.3% | +20.0% | +49.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling