+186.9%
GOOG vs DOCN
+110.0%
+76.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.6% | -7.6% | +0.5% |
| 7D | +1.2% | +3.7% | -2.6% | +0.3% |
| 30D | -16.7% | -33.7% | +17.0% | -12.0% |
| 3M | -15.2% | -27.9% | +12.7% | -12.3% |
| 6M | -24.8% | -46.4% | +21.7% | -19.4% |
| YTD | -7.2% | +81.1% | -88.3% | -22.0% |
| 1Y | -0.1% | +74.3% | -74.4% | -15.6% |
| 3Y | +118.8% | +245.8% | -127.0% | +53.4% |
| 5Y | +99.9% | -23.7% | +123.7% | +59.2% |
| All | +186.9% | +110.0% | +76.9% | +113.6% |
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