+60.1%
DOCN vs BB
-30.6%
+90.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | -5.6% | +6.8% | +3.9% |
| 30D | -9.6% | -11.8% | +2.2% | -4.4% |
| 3M | -37.7% | -25.5% | -12.2% | -30.1% |
| 6M | +115.2% | +121.3% | -6.1% | +40.0% |
| YTD | +133.7% | +103.2% | +30.6% | +58.2% |
| 1Y | +250.2% | +102.6% | +147.5% | +133.2% |
| 3Y | +320.3% | +37.5% | +282.8% | +206.4% |
| All | +60.1% | -30.6% | +90.6% | +76.6% |
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