+21.1%
GM vs DOCN
+77.9%
-56.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.4% | -6.3% | -3.1% |
| 7D | -3.4% | +27.4% | -30.8% | -4.1% |
| 30D | +2.7% | -29.7% | +32.4% | +3.3% |
| 3M | -0.4% | -32.5% | +32.1% | +0.3% |
| 6M | +13.3% | -42.2% | +55.5% | +14.6% |
| YTD | +6.8% | +87.2% | -80.4% | -1.3% |
| 1Y | +21.1% | +86.2% | -65.1% | +12.0% |
| All | +21.1% | +77.9% | -56.8% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling