+882.7%
MU vs DOCN
+102.5%
+780.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -7.2% | +0.2% | -4.8% |
| 7D | -19.1% | -20.0% | +0.9% | -13.5% |
| 30D | -25.2% | -38.8% | +13.5% | -13.9% |
| 3M | -10.9% | -34.8% | +23.9% | -0.4% |
| 6M | +38.0% | -22.8% | +60.8% | +47.0% |
| YTD | +178.8% | +74.6% | +104.2% | +133.3% |
| 1Y | +265.1% | +116.4% | +148.7% | +189.5% |
| 3Y | +1,006.2% | +239.3% | +766.9% | +659.9% |
| 5Y | +1,027.5% | -20.2% | +1,047.7% | +794.6% |
| All | +882.7% | +102.5% | +780.2% | +606.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling