+57.3%
LLY vs DOCN
+110.0%
-52.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.2% | +7.8% | +0.4% |
| 7D | +10.1% | -20.0% | +30.1% | +9.5% |
| 30D | +24.0% | -38.8% | +62.8% | +23.1% |
| 3M | +27.3% | -34.8% | +62.1% | +26.5% |
| 6M | +47.0% | -22.8% | +69.7% | +44.4% |
| YTD | +32.6% | +74.6% | -42.0% | +27.3% |
| 1Y | +57.3% | +116.4% | -59.1% | +48.9% |
| All | +57.3% | +110.0% | -52.7% | +48.9% |
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