+1,560.3%
BE vs DOCN
+182.8%
+1,377.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -15.9% | -0.6% | -9.9% |
| 7D | -24.6% | -29.3% | +4.6% | -12.9% |
| 30D | -43.4% | -46.0% | +2.7% | -27.4% |
| 3M | -28.5% | -43.2% | +14.7% | -11.0% |
| 6M | -43.3% | -53.7% | +10.5% | -24.4% |
| YTD | +92.8% | +46.9% | +45.9% | +57.8% |
| 1Y | +18.5% | +54.3% | -35.9% | -4.3% |
| All | +1,560.3% | +182.8% | +1,377.5% | +972.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling