+360.5%
BE vs DOC
+23.9%
+336.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.8% | +9.2% | +7.2% |
| 7D | +20.0% | -1.5% | +21.5% | +19.8% |
| 30D | +7.9% | -4.8% | +12.7% | +7.5% |
| 3M | -13.2% | +6.9% | -20.1% | -14.4% |
| 6M | +53.5% | +20.7% | +32.7% | +52.6% |
| YTD | +191.0% | +34.1% | +156.9% | +189.9% |
| 1Y | +360.5% | +22.6% | +337.9% | +364.4% |
| All | +360.5% | +23.9% | +336.6% | +364.4% |
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