+83.4%
V vs DOCN
+236.1%
-152.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -7.2% | +11.0% | +4.0% |
| 7D | +9.0% | -20.0% | +29.0% | +9.5% |
| 30D | +18.1% | -38.8% | +56.9% | +19.3% |
| 3M | +18.3% | -34.8% | +53.2% | +19.3% |
| 6M | +34.1% | -22.8% | +56.9% | +32.3% |
| YTD | +25.2% | +74.6% | -49.4% | +14.7% |
| 1Y | +29.3% | +116.4% | -87.1% | +15.7% |
| All | +83.4% | +236.1% | -152.6% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling