+104.8%
GLD vs DOCN
+182.8%
-78.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -15.9% | +16.7% | +1.2% |
| 7D | +1.9% | -29.3% | +31.2% | +2.8% |
| 30D | -1.8% | -46.0% | +44.3% | -0.3% |
| 3M | -3.6% | -43.2% | +39.6% | -2.4% |
| 6M | -10.2% | -53.7% | +43.5% | -8.8% |
| YTD | -5.3% | +46.9% | -52.2% | -5.6% |
| 1Y | +2.5% | +54.3% | -51.9% | +2.0% |
| All | +104.8% | +182.8% | -78.0% | +96.5% |
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