+48.7%
MAR vs DOCN
+58.0%
-9.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.7% |
| 7D | +2.9% | -12.1% | +15.0% | +2.8% |
| 30D | +17.0% | -41.0% | +58.1% | +16.7% |
| 3M | +23.2% | -38.7% | +61.9% | +22.8% |
| 6M | +21.7% | -51.5% | +73.2% | +22.0% |
| YTD | +38.9% | +65.3% | -26.4% | +36.9% |
| 1Y | +48.7% | +53.9% | -5.2% | +46.8% |
| All | +48.7% | +58.0% | -9.3% | +46.8% |
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