+110.2%
SPOT vs DOCN
-32.3%
+142.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.3% |
| 7D | +1.6% | -19.2% | +20.8% | +5.2% |
| 30D | +17.6% | -43.1% | +60.6% | +28.4% |
| 3M | +26.9% | -40.7% | +67.6% | +35.3% |
| 6M | +41.8% | -55.0% | +96.8% | +56.6% |
| YTD | +3.8% | +50.6% | -46.8% | -21.0% |
| 1Y | -2.5% | +54.0% | -56.4% | -26.6% |
| 3Y | +260.6% | +203.9% | +56.7% | +91.8% |
| All | +110.2% | -32.3% | +142.4% | +55.4% |
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