+36.3%
BMY vs DOCN
+182.8%
-146.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -15.9% | +14.2% | -1.6% |
| 7D | +2.8% | -29.3% | +32.1% | +2.9% |
| 30D | +5.9% | -46.0% | +52.0% | +6.3% |
| 3M | -0.8% | -43.2% | +42.4% | -0.6% |
| 6M | +12.1% | -53.7% | +65.8% | +12.5% |
| YTD | +21.0% | +46.9% | -25.9% | +15.3% |
| 1Y | +40.4% | +54.3% | -13.9% | +33.4% |
| All | +36.3% | +182.8% | -146.5% | +19.6% |
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 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