+10.6%
O vs DOCN
+50.9%
-40.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -0.7% |
| 7D | +3.7% | -19.2% | +22.9% | +2.8% |
| 30D | +11.2% | -43.1% | +54.2% | +8.7% |
| 3M | -4.0% | -40.7% | +36.7% | -5.7% |
| 6M | -5.2% | -55.0% | +49.7% | -7.6% |
| YTD | +9.5% | +50.6% | -41.1% | +14.0% |
| 1Y | +10.6% | +54.0% | -43.4% | +15.2% |
| All | +10.6% | +50.9% | -40.3% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling