+324.3%
DOCN vs BAX
-32.5%
+356.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.6% |
| 7D | +1.1% | -1.1% | +2.3% | +1.4% |
| 30D | -9.6% | -5.5% | -4.2% | -8.6% |
| 3M | -37.7% | +33.5% | -71.2% | -42.7% |
| 6M | +115.2% | +35.9% | +79.4% | +95.3% |
| YTD | +133.7% | +35.4% | +98.4% | +108.9% |
| 1Y | +250.2% | +9.8% | +240.4% | +234.8% |
| All | +324.3% | -32.5% | +356.7% | +340.3% |
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