+693.4%
LITE vs DOCN
+102.5%
+590.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -7.2% | -0.7% | -5.4% |
| 7D | -31.4% | -20.0% | -11.4% | -26.0% |
| 30D | -42.6% | -38.8% | -3.8% | -32.3% |
| 3M | -26.2% | -34.8% | +8.6% | -15.0% |
| 6M | -35.8% | -22.8% | -13.0% | -31.3% |
| YTD | +70.0% | +74.6% | -4.6% | +39.3% |
| 1Y | +232.7% | +116.4% | +116.3% | +158.4% |
| 3Y | +1,365.7% | +239.3% | +1,126.4% | +895.2% |
| 5Y | +609.5% | -20.2% | +629.7% | +438.7% |
| All | +693.4% | +102.5% | +590.9% | +427.7% |
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