-6.9%
T vs DOCN
+56.0%
-62.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -15.9% | +15.8% | -1.4% |
| 7D | +4.3% | -29.3% | +33.6% | +1.3% |
| 30D | -9.7% | -46.0% | +36.4% | -13.8% |
| 3M | -4.3% | -43.2% | +38.9% | -7.9% |
| 6M | -13.7% | -53.7% | +40.1% | -17.5% |
| YTD | -8.0% | +46.9% | -54.9% | -2.5% |
| 1Y | -6.9% | +54.3% | -61.3% | -0.8% |
| All | -6.9% | +56.0% | -62.9% | -0.8% |
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