+215.6%
DOCN vs BAX
-15.3%
+230.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.5% |
| 7D | -12.1% | +3.6% | -15.8% | -12.8% |
| 30D | -41.0% | +8.5% | -49.5% | -42.1% |
| 3M | -38.7% | -4.9% | -33.8% | -38.1% |
| 6M | -51.5% | +47.0% | -98.5% | -56.9% |
| YTD | +65.3% | +38.4% | +26.8% | +45.9% |
| 1Y | +53.9% | +49.1% | +4.8% | +31.7% |
| 3Y | +215.6% | -14.9% | +230.4% | +218.3% |
| All | +215.6% | -15.3% | +230.9% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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