+99.1%
V vs DOCN
-32.3%
+131.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.2% |
| 7D | +2.2% | -19.2% | +21.3% | +3.5% |
| 30D | +13.6% | -43.1% | +56.6% | +17.5% |
| 3M | +14.3% | -40.7% | +55.0% | +17.4% |
| 6M | +33.1% | -55.0% | +88.1% | +38.6% |
| YTD | +21.2% | +50.6% | -29.4% | +9.8% |
| 1Y | +26.4% | +54.0% | -27.5% | +14.1% |
| 3Y | +77.6% | +203.9% | -126.3% | +42.2% |
| All | +99.1% | -32.3% | +131.3% | +76.9% |
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