+376.2%
GE vs DOCN
-34.6%
+410.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -15.9% | +11.4% | -2.6% |
| 7D | +0.5% | -29.3% | +29.8% | +4.6% |
| 30D | +1.7% | -46.0% | +47.8% | +8.9% |
| 3M | -17.3% | -43.2% | +25.9% | -12.6% |
| 6M | +10.1% | -53.7% | +63.8% | +18.1% |
| YTD | +2.6% | +46.9% | -44.3% | -8.8% |
| 1Y | +3.7% | +54.3% | -50.6% | -8.7% |
| 3Y | +268.3% | +185.5% | +82.8% | +181.8% |
| 5Y | +376.2% | -31.1% | +407.3% | +297.6% |
| All | +376.2% | -34.6% | +410.7% | +297.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling