+54.0%
DOCN vs BBWI
-6.0%
+59.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +2.3% |
| 7D | -19.2% | -6.2% | -13.0% | -19.4% |
| 30D | -43.1% | +19.9% | -63.0% | -42.0% |
| 3M | -40.7% | +7.1% | -47.9% | -39.6% |
| 6M | -55.0% | +13.7% | -68.6% | -54.3% |
| YTD | +50.6% | +9.6% | +41.0% | +53.6% |
| 1Y | +54.0% | -1.6% | +55.6% | +57.7% |
| All | +54.0% | -6.0% | +59.9% | +57.7% |
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