+7.6%
GE vs DOCN
+77.9%
-70.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.4% | -6.8% | -3.6% |
| 7D | +5.1% | +27.4% | -22.3% | +3.8% |
| 30D | +7.6% | -29.7% | +37.3% | +8.6% |
| 3M | -9.3% | -32.5% | +23.2% | -8.5% |
| 6M | +11.5% | -42.2% | +53.7% | +12.7% |
| YTD | +7.9% | +87.2% | -79.3% | -0.3% |
| 1Y | +7.6% | +86.2% | -78.6% | -1.8% |
| All | +7.6% | +77.9% | -70.3% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling