+684.9%
BE vs DOCN
+108.0%
+576.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.2% | -0.8% | -3.1% |
| 7D | +10.8% | +19.1% | -8.3% | +2.8% |
| 30D | -19.8% | -21.0% | +1.2% | -10.3% |
| 3M | -18.7% | -34.7% | +16.0% | -2.5% |
| 6M | -33.7% | -45.8% | +12.0% | -14.2% |
| YTD | +121.0% | +79.4% | +41.6% | +55.5% |
| 1Y | +85.4% | +91.0% | -5.6% | +27.2% |
| 3Y | +1,709.5% | +237.5% | +1,472.1% | +774.7% |
| 5Y | +462.2% | -30.4% | +492.6% | +348.5% |
| All | +684.9% | +108.0% | +576.9% | +295.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling