+67.7%
DUK vs DOCN
+88.7%
-21.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.8% | +0.4% |
| 7D | -0.2% | -12.8% | +12.6% | -0.4% |
| 30D | +9.8% | -41.9% | +51.7% | +9.0% |
| 3M | +3.5% | -36.9% | +40.4% | +2.9% |
| 6M | +5.0% | -52.2% | +57.2% | +4.2% |
| YTD | +12.2% | +62.7% | -50.6% | +12.4% |
| 1Y | +7.2% | +58.2% | -51.0% | +7.5% |
| 3Y | +63.0% | +219.5% | -156.4% | +63.0% |
| 5Y | +52.3% | -32.9% | +85.2% | +46.4% |
| All | +67.7% | +88.7% | -21.0% | +73.3% |
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