+3.7%
U vs DOCN
+254.3%
-250.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.5% |
| 7D | -3.8% | +1.1% | -4.9% | -4.0% |
| 30D | +17.5% | -9.6% | +27.1% | +18.9% |
| 3M | +38.7% | -37.7% | +76.4% | +51.1% |
| 6M | +104.4% | +115.2% | -10.8% | +29.0% |
| YTD | -5.7% | +133.7% | -139.4% | -46.1% |
| 1Y | +3.7% | +250.2% | -246.5% | -54.2% |
| All | +3.7% | +254.3% | -250.7% | -54.2% |
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