+38.4%
BX vs DOCN
+324.7%
-286.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -1.6% |
| 7D | -4.4% | +1.1% | -5.5% | -4.6% |
| 30D | +0.1% | -9.6% | +9.7% | +1.4% |
| 3M | +16.0% | -37.7% | +53.7% | +24.8% |
| 6M | +21.6% | +115.2% | -93.6% | -5.9% |
| YTD | -8.9% | +133.7% | -142.6% | -31.8% |
| 1Y | -16.6% | +250.2% | -266.8% | -45.2% |
| All | +38.4% | +324.7% | -286.4% | -17.3% |
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