+68.5%
DUK vs DOCN
+110.0%
-41.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.6% | -9.7% | 0.0% |
| 7D | -0.6% | +3.7% | -4.4% | -0.5% |
| 30D | +9.4% | -33.7% | +43.1% | +8.9% |
| 3M | +5.4% | -27.9% | +33.3% | +5.1% |
| 6M | +4.9% | -46.4% | +51.3% | +4.3% |
| YTD | +12.7% | +81.1% | -68.4% | +13.2% |
| 1Y | +7.8% | +74.3% | -66.5% | +8.3% |
| 3Y | +63.3% | +245.8% | -182.5% | +63.6% |
| 5Y | +54.2% | -23.7% | +78.0% | +48.6% |
| All | +68.5% | +110.0% | -41.5% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 10y: compounded portfolio wealth divided by compounded DOCN 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…
10y analysis · Full analysis span regression · 6 months rolling