+69.7%
XYZ vs DOCN
+182.8%
-113.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -15.9% | +11.8% | -1.1% |
| 7D | +9.2% | -29.3% | +38.5% | +16.1% |
| 30D | +9.8% | -46.0% | +55.8% | +22.5% |
| 3M | -0.2% | -43.2% | +43.0% | +8.8% |
| 6M | +18.0% | -53.7% | +71.7% | +31.9% |
| YTD | +29.1% | +46.9% | -17.8% | -3.6% |
| 1Y | +14.1% | +54.3% | -40.2% | -16.8% |
| All | +69.7% | +182.8% | -113.1% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling