+112.5%
NET vs DOCN
+54.1%
+58.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -3.5% |
| 7D | -7.0% | +1.1% | -8.1% | -7.5% |
| 30D | -4.8% | -9.6% | +4.8% | -0.1% |
| 3M | +3.8% | -37.7% | +41.5% | +29.6% |
| 6M | +50.0% | +115.2% | -65.2% | -19.5% |
| YTD | +41.5% | +133.7% | -92.3% | -29.4% |
| 1Y | +32.8% | +250.2% | -217.3% | -50.4% |
| 3Y | +335.9% | +320.3% | +15.6% | +18.5% |
| All | +112.5% | +54.1% | +58.4% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling