+164.6%
DOCN vs TECH
-21.4%
+186.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -9.6% | +0.7% | -10.3% | -10.0% |
| 3M | -37.7% | +36.3% | -74.0% | -49.6% |
| 6M | +115.2% | +25.6% | +89.6% | +75.1% |
| YTD | +133.7% | +23.7% | +110.0% | +89.9% |
| 1Y | +250.2% | +37.6% | +212.5% | +156.2% |
| 3Y | +320.3% | -6.6% | +326.9% | +282.5% |
| 5Y | +53.1% | -42.2% | +95.3% | +121.2% |
| All | +164.6% | -21.4% | +186.0% | +209.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling