-2.2%
SPOT vs DOCN
+55.6%
-57.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.0% | -7.0% | +1.8% |
| 7D | +2.5% | -12.8% | +15.3% | +1.3% |
| 30D | +15.1% | -41.9% | +57.0% | +10.6% |
| 3M | +24.8% | -36.9% | +61.7% | +21.3% |
| 6M | +45.8% | -52.2% | +98.0% | +40.8% |
| YTD | +4.9% | +62.7% | -57.8% | +2.4% |
| All | -2.2% | +55.6% | -57.8% | -4.8% |
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 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