+87.1%
PSX vs DOCN
+56.0%
+31.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -15.9% | +11.0% | -4.7% |
| 7D | -9.7% | -29.3% | +19.6% | -9.7% |
| 30D | -8.4% | -46.0% | +37.6% | -8.5% |
| 3M | +22.6% | -43.2% | +65.8% | +22.4% |
| 6M | +38.8% | -53.7% | +92.5% | +38.5% |
| YTD | +95.5% | +46.9% | +48.5% | +88.3% |
| 1Y | +87.1% | +54.3% | +32.8% | +79.8% |
| All | +87.1% | +56.0% | +31.1% | +79.8% |
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