-10.7%
NOW vs DOCN
+236.1%
-246.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.2% | +6.8% | +0.7% |
| 7D | -27.5% | -20.0% | -7.5% | -25.1% |
| 30D | -20.0% | -38.8% | +18.7% | -14.8% |
| 3M | -7.9% | -34.8% | +26.9% | -3.5% |
| 6M | +18.3% | -22.8% | +41.1% | +15.4% |
| YTD | -29.0% | +74.6% | -103.6% | -43.8% |
| 1Y | -38.7% | +116.4% | -155.1% | -54.3% |
| All | -10.7% | +236.1% | -246.8% | -37.5% |
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