+1,076.1%
BE vs DOCN
+54.1%
+1,022.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.8% | +4.5% | +6.1% |
| 7D | +20.0% | +1.1% | +18.8% | +19.4% |
| 30D | +7.9% | -9.6% | +17.5% | +12.4% |
| 3M | -13.2% | -37.7% | +24.5% | +6.3% |
| 6M | +53.5% | +115.2% | -61.8% | +1.5% |
| YTD | +191.0% | +133.7% | +57.3% | +80.6% |
| 1Y | +360.5% | +250.2% | +110.4% | +137.7% |
| 3Y | +1,568.0% | +320.3% | +1,247.7% | +605.2% |
| All | +1,076.1% | +54.1% | +1,022.0% | +565.6% |
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