+257.7%
SPOT vs DOCN
+209.7%
+48.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.0% | -7.0% | +0.9% |
| 7D | +2.5% | -12.8% | +15.3% | +2.7% |
| 30D | +15.1% | -41.9% | +57.0% | +16.5% |
| 3M | +24.8% | -36.9% | +61.7% | +25.6% |
| 6M | +45.8% | -52.2% | +98.0% | +48.6% |
| YTD | +4.9% | +62.7% | -57.8% | -7.7% |
| 1Y | -1.3% | +58.2% | -59.5% | -12.9% |
| 3Y | +257.7% | +219.5% | +38.2% | +217.7% |
| All | +257.7% | +209.7% | +48.0% | +217.7% |
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