-0.3%
SPOT vs DOCN
+110.0%
-110.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -7.2% | +11.8% | +3.9% |
| 7D | +16.6% | -20.0% | +36.6% | +14.3% |
| 30D | +29.9% | -38.8% | +68.7% | +25.5% |
| 3M | +31.3% | -34.8% | +66.1% | +28.1% |
| 6M | +43.2% | -22.8% | +66.0% | +41.1% |
| YTD | +8.1% | +74.6% | -66.5% | +7.9% |
| 1Y | -0.3% | +116.4% | -116.7% | +0.9% |
| All | -0.3% | +110.0% | -110.4% | +0.9% |
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