+492.6%
GEV vs DOCN
+84.5%
+408.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.1% | -0.1% |
| 7D | -9.8% | -19.2% | +9.4% | -5.0% |
| 30D | -22.3% | -43.1% | +20.7% | -11.8% |
| 3M | -22.6% | -40.7% | +18.1% | -13.6% |
| 6M | -30.7% | -55.0% | +24.2% | -19.1% |
| YTD | +18.7% | +50.6% | -31.9% | -3.3% |
| 1Y | +41.0% | +54.0% | -12.9% | +14.2% |
| All | +492.6% | +84.5% | +408.2% | +335.0% |
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 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