-4.6%
BA vs DOCN
+324.7%
-329.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.5% |
| 7D | +1.2% | +1.1% | 0.0% | +1.0% |
| 30D | -11.6% | -9.6% | -2.0% | -10.9% |
| 3M | -2.4% | -37.7% | +35.3% | +2.3% |
| 6M | -6.6% | +115.2% | -121.8% | -19.5% |
| YTD | -2.2% | +133.7% | -136.0% | -17.4% |
| 1Y | -8.0% | +250.2% | -258.2% | -28.3% |
| All | -4.6% | +324.7% | -329.4% | -32.7% |
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