+60.1%
DOCN vs VRSK
-6.0%
+66.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.5% | +5.3% | +3.8% |
| 7D | +1.1% | -3.1% | +4.3% | +2.4% |
| 30D | -9.6% | -1.6% | -8.1% | -9.5% |
| 3M | -37.7% | +3.5% | -41.2% | -41.1% |
| 6M | +115.2% | -13.4% | +128.6% | +124.5% |
| YTD | +133.7% | -16.5% | +150.2% | +148.4% |
| 1Y | +250.2% | -30.6% | +280.7% | +323.4% |
| 3Y | +320.3% | -21.9% | +342.2% | +301.7% |
| All | +60.1% | -6.0% | +66.0% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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