+160.8%
MMM vs DOCN
+182.8%
-22.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -15.9% | +12.7% | -2.0% |
| 7D | +5.9% | -29.3% | +35.1% | +8.5% |
| 30D | +14.7% | -46.0% | +60.8% | +19.7% |
| 3M | +3.6% | -43.2% | +46.8% | +7.1% |
| 6M | +32.7% | -53.7% | +86.5% | +38.6% |
| YTD | +18.9% | +46.9% | -28.0% | +4.4% |
| 1Y | +16.4% | +54.3% | -38.0% | +1.2% |
| All | +160.8% | +182.8% | -22.0% | +100.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling