-50.3%
TEAM vs DOCN
+54.1%
-104.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.4% | -3.6% |
| 7D | -0.4% | +1.1% | -1.6% | -0.9% |
| 30D | +67.3% | -9.6% | +76.9% | +71.6% |
| 3M | +86.8% | -37.7% | +124.5% | +112.2% |
| 6M | +146.8% | +115.2% | +31.6% | +53.4% |
| YTD | +16.9% | +133.7% | -116.8% | -31.6% |
| 1Y | +12.8% | +250.2% | -237.4% | -47.1% |
| 3Y | -7.3% | +320.3% | -327.6% | -64.7% |
| All | -50.3% | +54.1% | -104.4% | -71.6% |
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