+30.1%
XYZ vs DOCN
+70.8%
-40.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.6% | -9.4% | -0.3% |
| 7D | -2.2% | +3.7% | -5.9% | -2.5% |
| 30D | +11.6% | -33.7% | +45.3% | +13.8% |
| 3M | +8.4% | -27.9% | +36.3% | +9.8% |
| 6M | +17.2% | -46.4% | +63.6% | +21.0% |
| YTD | +31.7% | +81.1% | -49.4% | +8.3% |
| 1Y | +30.1% | +74.3% | -44.2% | +7.8% |
| All | +30.1% | +70.8% | -40.7% | +7.8% |
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