+116.4%
DOCN vs BEN
+56.2%
+60.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.7% | -11.8% | -10.2% |
| 7D | -20.0% | +6.7% | -26.8% | -23.6% |
| 30D | -38.8% | +3.0% | -41.8% | -40.0% |
| 3M | -34.8% | -4.3% | -30.5% | -33.2% |
| 6M | -22.8% | +16.4% | -39.1% | -28.8% |
| YTD | +74.6% | +46.8% | +27.8% | +38.3% |
| 1Y | +116.4% | +57.3% | +59.1% | +64.6% |
| All | +116.4% | +56.2% | +60.2% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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