+18.4%
U vs DOCN
+110.0%
-91.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.2% | +12.1% | +6.2% |
| 7D | +7.5% | -20.0% | +27.5% | +11.8% |
| 30D | -7.0% | -38.8% | +31.7% | +1.1% |
| 3M | +20.6% | -34.8% | +55.4% | +28.6% |
| 6M | +53.2% | -22.8% | +76.0% | +51.7% |
| YTD | -3.9% | +74.6% | -78.5% | -42.0% |
| 1Y | +18.4% | +116.4% | -98.1% | -41.6% |
| All | +18.4% | +110.0% | -91.7% | -41.6% |
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 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