+120.5%
SHOP vs DOCN
+324.7%
-204.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.1% |
| 7D | -5.1% | +1.1% | -6.2% | -5.4% |
| 30D | +0.6% | -9.6% | +10.2% | +2.2% |
| 3M | +25.0% | -37.7% | +62.7% | +36.5% |
| 6M | +11.9% | +115.2% | -103.3% | -25.3% |
| YTD | -9.9% | +133.7% | -143.6% | -43.4% |
| 1Y | 0.0% | +250.2% | -250.2% | -48.7% |
| All | +120.5% | +324.7% | -204.2% | -11.2% |
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 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