-31.1%
DOCN vs BB
-23.9%
-7.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.5% | -11.4% | -13.7% |
| 7D | -29.3% | -8.9% | -20.4% | -26.0% |
| 30D | -46.0% | -12.6% | -33.4% | -42.3% |
| 3M | -43.2% | -4.1% | -39.1% | -42.3% |
| 6M | -53.7% | +49.5% | -103.2% | -63.8% |
| YTD | +46.9% | +120.8% | -73.9% | -6.1% |
| 1Y | +54.3% | +76.2% | -21.9% | +9.3% |
| 3Y | +185.5% | +123.8% | +61.7% | +56.7% |
| 5Y | -31.1% | -24.3% | -6.8% | +25.6% |
| All | -31.1% | -23.9% | -7.2% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling