+181.3%
GOOG vs DOCN
+91.6%
+89.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -1.9% | -0.6% |
| 7D | +2.4% | -12.1% | +14.5% | +4.1% |
| 30D | -18.1% | -41.0% | +22.9% | -11.8% |
| 3M | -19.9% | -38.7% | +18.8% | -15.0% |
| 6M | -28.2% | -51.5% | +23.3% | -21.8% |
| YTD | -9.0% | +65.3% | -74.3% | -22.4% |
| 1Y | -1.7% | +53.9% | -55.6% | -15.2% |
| 3Y | +114.5% | +215.6% | -101.0% | +52.6% |
| 5Y | +96.2% | -26.2% | +122.3% | +57.8% |
| All | +181.3% | +91.6% | +89.7% | +112.4% |
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