-0.9%
BA vs DOCN
+54.1%
-55.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.4% |
| 7D | +1.2% | +1.1% | 0.0% | +1.0% |
| 30D | -11.6% | -9.6% | -2.0% | -10.7% |
| 3M | -2.4% | -37.7% | +35.3% | +3.5% |
| 6M | -6.6% | +115.2% | -121.8% | -21.4% |
| YTD | -2.2% | +133.7% | -136.0% | -19.5% |
| 1Y | -8.0% | +250.2% | -258.2% | -30.4% |
| 3Y | -5.0% | +320.3% | -325.3% | -34.0% |
| All | -0.9% | +54.1% | -55.0% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling