+55.3%
BE vs DOC
+21.8%
+33.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.1% | -9.5% | -6.1% |
| 7D | -12.1% | +8.7% | -20.9% | -11.6% |
| 30D | -30.1% | +7.6% | -37.7% | -29.7% |
| 3M | -12.1% | -5.3% | -6.9% | -11.6% |
| 6M | -30.6% | +27.6% | -58.2% | -33.8% |
| YTD | +130.6% | +32.4% | +98.2% | +117.7% |
| 1Y | +55.3% | +22.9% | +32.4% | +53.2% |
| All | +55.3% | +21.8% | +33.5% | +53.2% |
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