+48.3%
LLY vs DOCN
+56.0%
-7.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -15.9% | +12.1% | -4.1% |
| 7D | -0.7% | -29.3% | +28.6% | -1.5% |
| 30D | +17.9% | -46.0% | +63.9% | +16.4% |
| 3M | +16.8% | -43.2% | +60.0% | +15.5% |
| 6M | +38.4% | -53.7% | +92.2% | +37.2% |
| YTD | +27.6% | +46.9% | -19.3% | +25.1% |
| 1Y | +48.3% | +54.3% | -6.0% | +44.8% |
| All | +48.3% | +56.0% | -7.7% | +44.8% |
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