+119.0%
LITE vs DOCN
+56.0%
+63.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -15.9% | -2.8% | -10.9% |
| 7D | -44.6% | -29.3% | -15.3% | -34.1% |
| 30D | -55.0% | -46.0% | -9.0% | -39.7% |
| 3M | -38.3% | -43.2% | +4.9% | -19.7% |
| 6M | -48.8% | -53.7% | +5.0% | -28.7% |
| YTD | +38.3% | +46.9% | -8.6% | +0.3% |
| 1Y | +119.0% | +54.3% | +64.7% | +50.6% |
| All | +119.0% | +56.0% | +63.0% | +50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling