+267.4%
SPOT vs DOCN
+182.8%
+84.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -15.9% | +13.7% | -1.9% |
| 7D | +10.3% | -29.3% | +39.5% | +10.8% |
| 30D | +25.9% | -46.0% | +71.9% | +27.4% |
| 3M | +27.4% | -43.2% | +70.6% | +28.4% |
| 6M | +46.5% | -53.7% | +100.2% | +48.5% |
| YTD | +5.8% | +46.9% | -41.1% | -6.3% |
| 1Y | -0.9% | +54.3% | -55.2% | -13.0% |
| All | +267.4% | +182.8% | +84.6% | +236.8% |
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 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