+250.2%
DOCN vs BBWI
-34.3%
+284.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +2.8% |
| 7D | +1.1% | +1.5% | -0.4% | +1.1% |
| 30D | -9.6% | -5.2% | -4.4% | -9.3% |
| 3M | -37.7% | +11.1% | -48.8% | -38.1% |
| 6M | +115.2% | -13.4% | +128.6% | +119.9% |
| YTD | +133.7% | +0.1% | +133.6% | +133.5% |
| 1Y | +250.2% | -36.1% | +286.3% | +278.0% |
| All | +250.2% | -34.3% | +284.4% | +278.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling