+42.6%
XLK vs DOCN
+286.0%
-243.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +12.6% | -12.3% | -1.6% |
| 7D | +2.3% | +16.3% | -14.0% | -0.2% |
| 30D | -0.1% | +2.0% | -2.1% | -0.8% |
| 3M | +2.1% | -25.2% | +27.3% | +5.2% |
| 6M | +37.2% | +132.7% | -95.5% | +18.9% |
| YTD | +30.8% | +163.3% | -132.5% | +10.2% |
| 1Y | +42.6% | +280.3% | -237.7% | +14.9% |
| All | +42.6% | +286.0% | -243.4% | +14.9% |
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 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