-26.2%
DOCN vs TECH
-40.2%
+14.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -12.1% | +0.2% | -12.4% | -12.2% |
| 30D | -41.0% | +0.5% | -41.5% | -41.2% |
| 3M | -38.7% | +1.1% | -39.8% | -39.1% |
| 6M | -51.5% | +51.0% | -102.5% | -63.5% |
| YTD | +65.3% | +24.4% | +40.9% | +33.4% |
| 1Y | +53.9% | +27.4% | +26.5% | +21.0% |
| 3Y | +215.6% | +28.5% | +187.1% | +104.0% |
| 5Y | -26.2% | -40.9% | +14.7% | +39.5% |
| All | -26.2% | -40.2% | +14.0% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling