+96.9%
PSX vs DOCN
+110.0%
-13.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.2% | +2.6% | -4.6% |
| 7D | -5.2% | -20.0% | +14.9% | -5.3% |
| 30D | -3.7% | -38.8% | +35.0% | -3.9% |
| 3M | +26.8% | -34.8% | +61.6% | +26.5% |
| 6M | +47.3% | -22.8% | +70.1% | +45.6% |
| YTD | +105.4% | +74.6% | +30.8% | +99.9% |
| 1Y | +96.9% | +116.4% | -19.5% | +90.2% |
| All | +96.9% | +110.0% | -13.1% | +90.2% |
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