+526.6%
GEV vs DOCN
+129.2%
+397.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.1% | +0.5% |
| 7D | +6.2% | +27.4% | -21.2% | 0.0% |
| 30D | -18.4% | -29.7% | +11.3% | -12.0% |
| 3M | -21.2% | -32.5% | +11.2% | -15.0% |
| 6M | -23.6% | -42.2% | +18.6% | -16.0% |
| YTD | +25.5% | +87.2% | -61.6% | -3.1% |
| 1Y | +42.6% | +86.2% | -43.6% | +10.2% |
| All | +526.6% | +129.2% | +397.4% | +335.8% |
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 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