-8.3%
BA vs DOCN
+236.1%
-244.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.2% | +9.3% | +2.8% |
| 7D | +5.9% | -20.0% | +25.9% | +8.1% |
| 30D | -8.2% | -38.8% | +30.6% | -3.9% |
| 3M | -25.4% | -34.8% | +9.4% | -22.8% |
| 6M | -20.0% | -22.8% | +2.8% | -20.5% |
| YTD | -18.5% | +74.6% | -93.1% | -29.6% |
| 1Y | -10.6% | +116.4% | -127.1% | -26.0% |
| All | -8.3% | +236.1% | -244.3% | -26.1% |
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