+165.7%
SLV vs DOCN
+54.1%
+111.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.4% |
| 7D | -0.3% | +1.1% | -1.5% | -0.4% |
| 30D | +6.7% | -9.6% | +16.3% | +7.3% |
| 3M | -10.7% | -37.7% | +27.0% | -8.2% |
| 6M | -20.6% | +115.2% | -135.8% | -25.5% |
| YTD | -7.1% | +133.7% | -140.9% | -13.6% |
| 1Y | +62.0% | +250.2% | -188.2% | +46.1% |
| 3Y | +169.8% | +320.3% | -150.5% | +136.5% |
| All | +165.7% | +54.1% | +111.7% | +137.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling