+250.2%
DOCN vs XRT
+3.4%
+246.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.2% |
| 7D | +1.1% | +0.8% | +0.3% | +0.7% |
| 30D | -9.6% | -4.2% | -5.4% | -7.3% |
| 3M | -37.7% | +5.1% | -42.8% | -41.4% |
| 6M | +115.2% | +2.4% | +112.8% | +106.2% |
| YTD | +133.7% | +3.2% | +130.5% | +122.1% |
| 1Y | +250.2% | +1.5% | +248.6% | +245.9% |
| All | +250.2% | +3.4% | +246.8% | +245.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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