+91.9%
GOOG vs DOCN
-32.3%
+124.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.4% |
| 7D | +2.1% | -19.2% | +21.2% | +5.3% |
| 30D | -18.3% | -43.1% | +24.8% | -11.2% |
| 3M | -20.3% | -40.7% | +20.4% | -14.8% |
| 6M | -28.1% | -55.0% | +26.9% | -20.5% |
| YTD | -9.3% | +50.6% | -60.0% | -22.5% |
| 1Y | -0.2% | +54.0% | -54.2% | -15.2% |
| 3Y | +118.0% | +203.9% | -85.9% | +50.4% |
| All | +91.9% | -32.3% | +124.2% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling