+2,224.6%
FIX vs DOCN
+171.0%
+2,053.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +1.4% |
| 7D | +6.0% | +1.1% | +4.9% | +5.8% |
| 30D | -7.2% | -9.6% | +2.4% | -5.5% |
| 3M | -15.9% | -37.7% | +21.8% | -8.6% |
| 6M | +12.7% | +115.2% | -102.5% | -4.8% |
| YTD | +72.8% | +133.7% | -60.9% | +42.7% |
| 1Y | +122.9% | +250.2% | -127.3% | +70.2% |
| 3Y | +774.3% | +320.3% | +454.0% | +537.0% |
| 5Y | +2,049.5% | +53.1% | +1,996.4% | +1,557.0% |
| All | +2,224.6% | +171.0% | +2,053.6% | +1,725.0% |
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