+72.2%
V vs DOCN
+54.1%
+18.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.2% |
| 7D | -1.7% | +1.1% | -2.8% | -1.8% |
| 30D | +2.0% | -9.6% | +11.6% | +2.5% |
| 3M | +17.4% | -37.7% | +55.1% | +20.9% |
| 6M | +17.5% | +115.2% | -97.7% | +5.6% |
| YTD | +7.6% | +133.7% | -126.1% | -4.7% |
| 1Y | +7.7% | +250.2% | -242.4% | -9.5% |
| 3Y | +54.7% | +320.3% | -265.6% | +22.7% |
| All | +72.2% | +54.1% | +18.1% | +41.1% |
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