+54.0%
DOCN vs TECH
+21.1%
+32.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.4% | +2.5% |
| 7D | -19.2% | +0.2% | -19.3% | -19.2% |
| 30D | -43.1% | +0.3% | -43.4% | -43.1% |
| 3M | -40.7% | +1.3% | -42.0% | -40.7% |
| 6M | -55.0% | +54.0% | -108.9% | -56.2% |
| YTD | +50.6% | +24.3% | +26.3% | +46.9% |
| 1Y | +54.0% | +25.8% | +28.1% | +50.6% |
| All | +54.0% | +21.1% | +32.8% | +50.6% |
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 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