+20.7%
XLK vs DOCN
+110.0%
-89.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.2% | +7.2% | +1.2% |
| 7D | -7.6% | -20.0% | +12.4% | -4.2% |
| 30D | -12.2% | -38.8% | +26.6% | -5.5% |
| 3M | -5.5% | -34.8% | +29.4% | +0.1% |
| 6M | +9.2% | -22.8% | +32.0% | +12.6% |
| YTD | +23.0% | +74.6% | -51.6% | +10.2% |
| 1Y | +20.7% | +116.4% | -95.7% | +5.1% |
| All | +20.7% | +110.0% | -89.3% | +5.1% |
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 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