+70.1%
SE vs DOCN
+182.8%
-112.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -15.9% | +10.2% | -4.1% |
| 7D | -1.2% | -29.3% | +28.1% | +2.1% |
| 30D | -21.7% | -46.0% | +24.4% | -17.1% |
| 3M | -34.2% | -43.2% | +9.0% | -31.2% |
| 6M | -10.5% | -53.7% | +43.2% | -5.0% |
| YTD | -40.7% | +46.9% | -87.6% | -48.8% |
| 1Y | -52.1% | +54.3% | -106.4% | -59.0% |
| All | +70.1% | +182.8% | -112.7% | +37.3% |
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