+215.6%
DOCN vs BBWI
-23.6%
+239.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | -12.1% | -4.2% | -7.9% | -11.3% |
| 30D | -41.0% | +24.9% | -65.9% | -43.5% |
| 3M | -38.7% | +13.2% | -51.9% | -40.7% |
| 6M | -51.5% | +12.1% | -63.6% | -53.7% |
| YTD | +65.3% | +11.1% | +54.2% | +55.5% |
| 1Y | +53.9% | +0.7% | +53.2% | +47.4% |
| 3Y | +215.6% | -23.8% | +239.3% | +242.0% |
| All | +215.6% | -23.6% | +239.2% | +242.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling