+488.5%
FIX vs DOCN
+236.1%
+252.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -7.2% | -7.9% | -13.1% |
| 7D | -18.9% | -20.0% | +1.1% | -13.6% |
| 30D | -36.3% | -38.8% | +2.5% | -27.6% |
| 3M | -38.5% | -34.8% | -3.7% | -32.0% |
| 6M | -42.3% | -22.8% | -19.5% | -40.5% |
| YTD | +17.1% | +74.6% | -57.5% | -7.1% |
| 1Y | +14.4% | +116.4% | -102.0% | -15.2% |
| All | +488.5% | +236.1% | +252.5% | +290.3% |
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 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