+111.9%
DOCN vs BB
-10.7%
+122.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.0% | +6.3% | +4.6% |
| 7D | +27.4% | +9.0% | +18.4% | +23.1% |
| 30D | -29.7% | +7.7% | -37.4% | -31.6% |
| 3M | -32.5% | +4.0% | -36.5% | -33.6% |
| 6M | -42.2% | +46.6% | -88.8% | -52.0% |
| YTD | +87.2% | +140.6% | -53.5% | +26.4% |
| 1Y | +86.2% | +103.1% | -16.9% | +33.6% |
| 3Y | +257.4% | +150.5% | +106.9% | +114.5% |
| 5Y | -27.4% | -15.4% | -12.0% | -40.3% |
| All | +111.9% | -10.7% | +122.6% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling