+60.1%
DOCN vs BBY
-0.2%
+60.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.2% | -0.4% | +1.0% |
| 7D | +1.1% | +9.5% | -8.4% | -4.2% |
| 30D | -9.6% | +6.8% | -16.5% | -13.9% |
| 3M | -37.7% | +28.9% | -66.5% | -47.7% |
| 6M | +115.2% | +37.8% | +77.4% | +68.6% |
| YTD | +133.7% | +38.7% | +95.0% | +80.1% |
| 1Y | +250.2% | +23.7% | +226.5% | +189.4% |
| 3Y | +320.3% | +39.1% | +281.2% | +189.8% |
| All | +60.1% | -0.2% | +60.3% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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