+87.1%
DOCN vs BBIO
+40.9%
+46.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.5% | -0.1% |
| 7D | +19.8% | -3.9% | +23.6% | +20.9% |
| 30D | +8.4% | -13.4% | +21.8% | +12.0% |
| 3M | -23.6% | +7.6% | -31.1% | -25.2% |
| 6M | +111.3% | -2.4% | +113.8% | +111.4% |
| YTD | +172.3% | -5.2% | +177.6% | +172.5% |
| 1Y | +283.3% | +36.9% | +246.4% | +250.8% |
| 3Y | +388.1% | +155.2% | +232.9% | +270.6% |
| 5Y | +87.1% | +44.0% | +43.1% | -4.3% |
| All | +87.1% | +40.9% | +46.2% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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