-40.9%
SE vs DOCN
+254.3%
-295.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.0% |
| 7D | -6.1% | +1.1% | -7.2% | -6.1% |
| 30D | -2.5% | -9.6% | +7.2% | -2.4% |
| 3M | +21.7% | -37.7% | +59.4% | +24.1% |
| 6M | +27.0% | +115.2% | -88.2% | +14.2% |
| YTD | -12.1% | +133.7% | -145.9% | -22.4% |
| 1Y | -40.9% | +250.2% | -291.1% | -51.0% |
| All | -40.9% | +254.3% | -295.3% | -51.0% |
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