+164.6%
DOCN vs BDX
+10.2%
+154.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.1% |
| 7D | +1.1% | -2.5% | +3.7% | +1.6% |
| 30D | -9.6% | +8.3% | -17.9% | -11.1% |
| 3M | -37.7% | +24.4% | -62.1% | -40.9% |
| 6M | +115.2% | +9.2% | +106.0% | +112.3% |
| YTD | +133.7% | +22.7% | +111.0% | +120.7% |
| 1Y | +250.2% | +25.9% | +224.3% | +226.8% |
| 3Y | +320.3% | -10.5% | +330.8% | +344.9% |
| 5Y | +53.1% | +1.9% | +51.2% | +54.2% |
| All | +164.6% | +10.2% | +154.5% | +166.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling