+91.0%
DOCN vs TECH
+20.9%
+70.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | +19.1% | 0.0% | +19.1% | +19.1% |
| 30D | -21.0% | +0.4% | -21.4% | -21.0% |
| 3M | -34.7% | +1.0% | -35.7% | -34.8% |
| 6M | -45.8% | +62.7% | -108.4% | -47.7% |
| YTD | +79.4% | +24.3% | +55.1% | +72.3% |
| 1Y | +91.0% | +20.5% | +70.5% | +83.7% |
| All | +91.0% | +20.9% | +70.1% | +83.7% |
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