+63.5%
DUK vs DOCN
+226.8%
-163.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.7% |
| 7D | +1.9% | -12.1% | +14.1% | +1.5% |
| 30D | +10.5% | -41.0% | +51.6% | +8.6% |
| 3M | +7.3% | -38.7% | +46.0% | +5.8% |
| 6M | +5.7% | -51.5% | +57.2% | +3.7% |
| YTD | +12.9% | +65.3% | -52.4% | +15.6% |
| 1Y | +8.6% | +53.9% | -45.3% | +11.0% |
| 3Y | +63.5% | +215.6% | -152.0% | +69.9% |
| All | +63.5% | +226.8% | -163.3% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling