+70.5%
DOCN vs BEN
+52.9%
+17.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.7% | -2.2% | -1.2% |
| 7D | -19.2% | +6.6% | -25.8% | -23.1% |
| 30D | -43.1% | +3.8% | -46.9% | -44.6% |
| 3M | -40.7% | +0.2% | -40.9% | -40.6% |
| 6M | -55.0% | +10.4% | -65.4% | -58.3% |
| YTD | +50.6% | +46.2% | +4.5% | +10.6% |
| 1Y | +54.0% | +52.3% | +1.7% | +9.2% |
| 3Y | +203.9% | +65.9% | +138.0% | +94.2% |
| 5Y | -29.4% | +20.6% | -49.9% | -49.0% |
| All | +70.5% | +52.9% | +17.6% | +24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling