+387.2%
BE vs DOCN
-32.3%
+419.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +0.9% | +2.3% |
| 7D | -14.7% | -19.2% | +4.4% | -5.7% |
| 30D | -40.5% | -43.1% | +2.5% | -23.2% |
| 3M | -24.3% | -40.7% | +16.4% | -5.2% |
| 6M | -39.3% | -55.0% | +15.7% | -14.5% |
| YTD | +99.4% | +50.6% | +48.8% | +49.7% |
| 1Y | +26.6% | +54.0% | -27.4% | -5.2% |
| 3Y | +1,616.9% | +203.9% | +1,413.0% | +733.4% |
| All | +387.2% | -32.3% | +419.4% | +293.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling