+49.1%
LLY vs DOCN
+58.0%
-8.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.1% | +1.5% |
| 7D | +1.6% | -12.1% | +13.8% | +1.2% |
| 30D | +21.5% | -41.0% | +62.5% | +20.0% |
| 3M | +16.4% | -38.7% | +55.1% | +15.3% |
| 6M | +51.5% | -51.5% | +103.0% | +50.5% |
| YTD | +33.9% | +65.3% | -31.3% | +33.4% |
| 1Y | +49.1% | +53.9% | -4.8% | +45.8% |
| All | +49.1% | +58.0% | -8.9% | +45.8% |
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