+8.4%
NOW vs DOCN
+70.4%
-62.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -15.9% | +9.9% | -2.0% |
| 7D | -6.7% | -29.3% | +22.6% | +1.4% |
| 30D | -25.8% | -46.0% | +20.2% | -14.3% |
| 3M | -12.7% | -43.2% | +30.5% | -2.3% |
| 6M | +11.2% | -53.7% | +65.0% | +27.3% |
| YTD | -33.2% | +46.9% | -80.1% | -49.1% |
| 1Y | -41.8% | +54.3% | -96.1% | -56.5% |
| 3Y | -15.7% | +185.5% | -201.2% | -53.6% |
| 5Y | -26.0% | -31.1% | +5.1% | -44.6% |
| All | +8.4% | +70.4% | -62.0% | -32.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling