+203.9%
DOCN vs BB
+132.4%
+71.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.4% | -1.9% | +0.9% |
| 7D | -19.2% | +3.8% | -23.0% | -20.4% |
| 30D | -43.1% | -0.3% | -42.7% | -42.7% |
| 3M | -40.7% | -0.5% | -40.2% | -40.7% |
| 6M | -55.0% | +45.9% | -100.9% | -61.4% |
| YTD | +50.6% | +130.6% | -80.0% | +9.3% |
| 1Y | +54.0% | +89.2% | -35.2% | +18.8% |
| 3Y | +203.9% | +137.5% | +66.4% | +96.3% |
| All | +203.9% | +132.4% | +71.5% | +96.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling