+43.4%
XLK vs DOCN
+254.3%
-211.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | +0.3% |
| 7D | +0.9% | +1.1% | -0.3% | +0.7% |
| 30D | +0.7% | -9.6% | +10.4% | +2.1% |
| 3M | -2.9% | -37.7% | +34.8% | +2.8% |
| 6M | +34.3% | +115.2% | -81.0% | +17.9% |
| YTD | +30.4% | +133.7% | -103.3% | +12.0% |
| 1Y | +43.4% | +250.2% | -206.8% | +17.7% |
| All | +43.4% | +254.3% | -211.0% | +17.7% |
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