+70.5%
DOCN vs BBWI
-48.5%
+119.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +3.5% |
| 7D | -19.2% | -6.2% | -13.0% | -17.5% |
| 30D | -43.1% | +19.9% | -63.0% | -46.5% |
| 3M | -40.7% | +7.1% | -47.9% | -43.3% |
| 6M | -55.0% | +13.7% | -68.6% | -58.8% |
| YTD | +50.6% | +9.6% | +41.0% | +36.3% |
| 1Y | +54.0% | -1.6% | +55.6% | +42.4% |
| 3Y | +203.9% | -25.9% | +229.8% | +191.9% |
| 5Y | -29.4% | -67.8% | +38.4% | -2.2% |
| All | +70.5% | -48.5% | +119.1% | +142.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling