+108.7%
GILD vs DOCN
+386.5%
-277.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -0.7% |
| 7D | -2.6% | +26.5% | -29.2% | -2.9% |
| 30D | +9.5% | +2.3% | +7.2% | +9.4% |
| 3M | +16.8% | -21.2% | +38.0% | +17.3% |
| 6M | +0.6% | +130.6% | -130.1% | -2.3% |
| YTD | +20.1% | +175.7% | -155.6% | +16.0% |
| 1Y | +29.1% | +286.6% | -257.5% | +23.1% |
| All | +108.7% | +386.5% | -277.8% | +91.5% |
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