+42.1%
U vs DOCN
+81.2%
-39.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -4.2% | +9.4% | +5.6% |
| 7D | +2.6% | +19.1% | -16.5% | +0.7% |
| 30D | +27.6% | -21.0% | +48.6% | +31.0% |
| 3M | +15.3% | -34.7% | +50.1% | +20.7% |
| 6M | +96.4% | -45.8% | +142.2% | +108.3% |
| YTD | +19.6% | +79.4% | -59.8% | -14.0% |
| 1Y | +42.1% | +91.0% | -48.9% | -2.7% |
| All | +42.1% | +81.2% | -39.0% | -2.7% |
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