+252.1%
DOCN vs BDX
+23.6%
+228.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.6% | +2.8% | +3.4% |
| 7D | +27.4% | +1.0% | +26.4% | +27.5% |
| 30D | -29.7% | +15.1% | -44.9% | -28.9% |
| 3M | -32.5% | +18.2% | -50.7% | -31.6% |
| 6M | -42.2% | +48.1% | -90.3% | -42.1% |
| YTD | +87.2% | +44.1% | +43.0% | +87.5% |
| 1Y | +86.2% | +46.4% | +39.8% | +85.7% |
| All | +252.1% | +23.6% | +228.5% | +279.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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