+57.4%
MAR vs DOCN
+110.0%
-52.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -7.2% | +9.2% | +2.1% |
| 7D | +7.7% | -20.0% | +27.8% | +7.8% |
| 30D | +19.4% | -38.8% | +58.2% | +19.6% |
| 3M | +23.3% | -34.8% | +58.1% | +23.5% |
| 6M | +22.8% | -22.8% | +45.6% | +21.9% |
| YTD | +37.8% | +74.6% | -36.8% | +29.2% |
| 1Y | +57.4% | +116.4% | -59.1% | +40.6% |
| All | +57.4% | +110.0% | -52.7% | +40.6% |
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