+1,563.7%
LITE vs DOCN
+324.7%
+1,239.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.8% | +1.2% | +2.8% |
| 7D | -1.5% | +1.1% | -2.7% | -2.1% |
| 30D | +6.7% | -9.6% | +16.3% | +11.4% |
| 3M | -6.8% | -37.7% | +30.9% | +13.4% |
| 6M | +29.4% | +115.2% | -85.8% | -13.8% |
| YTD | +139.1% | +133.7% | +5.4% | +50.0% |
| 1Y | +521.0% | +250.2% | +270.8% | +227.9% |
| All | +1,563.7% | +324.7% | +1,239.0% | +639.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling