+236.2%
GOOGL vs DOCN
+171.0%
+65.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -1.5% |
| 7D | -2.3% | +1.1% | -3.4% | -2.5% |
| 30D | -6.6% | -9.6% | +3.1% | -5.5% |
| 3M | -8.9% | -37.7% | +28.7% | -3.1% |
| 6M | +11.9% | +115.2% | -103.3% | -6.0% |
| YTD | +8.3% | +133.7% | -125.4% | -11.2% |
| 1Y | +46.2% | +250.2% | -203.9% | +10.5% |
| 3Y | +151.9% | +320.3% | -168.4% | +73.5% |
| 5Y | +137.7% | +53.1% | +84.6% | +79.0% |
| All | +236.2% | +171.0% | +65.2% | +145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling