+86.2%
DOCN vs TECH
+23.9%
+62.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.3% |
| 7D | +27.4% | +0.2% | +27.1% | +27.4% |
| 30D | -29.7% | +0.5% | -30.2% | -29.8% |
| 3M | -32.5% | +1.0% | -33.4% | -32.5% |
| 6M | -42.2% | +54.1% | -96.2% | -44.1% |
| YTD | +87.2% | +24.4% | +62.8% | +78.8% |
| 1Y | +86.2% | +19.3% | +66.9% | +78.5% |
| All | +86.2% | +23.9% | +62.3% | +78.5% |
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