+76.2%
BB vs DOC
+21.7%
+54.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.2% | -4.4% |
| 7D | -8.9% | +6.2% | -15.2% | -9.8% |
| 30D | -12.6% | +6.5% | -19.1% | -13.6% |
| 3M | -4.1% | -6.2% | +2.1% | -2.7% |
| 6M | +49.5% | +25.6% | +23.9% | +38.6% |
| YTD | +120.8% | +32.1% | +88.8% | +101.2% |
| 1Y | +76.2% | +20.3% | +55.9% | +59.9% |
| All | +76.2% | +21.7% | +54.5% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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