+418.6%
GE vs DOCN
+70.4%
+348.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -15.9% | +11.4% | -2.7% |
| 7D | +0.5% | -29.3% | +29.8% | +4.3% |
| 30D | +1.7% | -46.0% | +47.8% | +8.2% |
| 3M | -17.3% | -43.2% | +25.9% | -13.0% |
| 6M | +10.1% | -53.7% | +63.8% | +17.4% |
| YTD | +2.6% | +46.9% | -44.3% | -7.5% |
| 1Y | +3.7% | +54.3% | -50.6% | -7.2% |
| 3Y | +268.3% | +185.5% | +82.8% | +192.5% |
| 5Y | +376.2% | -31.1% | +407.3% | +299.3% |
| All | +418.6% | +70.4% | +348.2% | +342.0% |
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