+46.1%
F vs DOCN
+236.1%
-190.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.2% | +10.1% | +3.5% |
| 7D | +6.0% | -20.0% | +26.1% | +7.8% |
| 30D | +4.3% | -38.8% | +43.1% | +8.1% |
| 3M | -10.1% | -34.8% | +24.8% | -7.7% |
| 6M | +12.8% | -22.8% | +35.6% | +11.7% |
| YTD | -0.1% | +74.6% | -74.7% | -13.2% |
| 1Y | +3.7% | +116.4% | -112.8% | -13.4% |
| All | +46.1% | +236.1% | -190.0% | -0.1% |
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