+148.6%
TE vs DOCN
+254.3%
-105.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +0.2% |
| 7D | -4.0% | +1.1% | -5.1% | -4.4% |
| 30D | -15.9% | -9.6% | -6.3% | -13.7% |
| 3M | -60.5% | -37.7% | -22.9% | -53.4% |
| 6M | -35.2% | +115.2% | -150.4% | -59.8% |
| YTD | -31.1% | +133.7% | -164.9% | -62.7% |
| 1Y | +148.6% | +250.2% | -101.5% | +16.2% |
| All | +148.6% | +254.3% | -105.7% | +16.2% |
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