+105.1%
DOCN vs BEN
+64.5%
+40.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | +3.7% | +7.2% | -3.4% | -1.2% |
| 30D | -33.7% | +14.1% | -47.8% | -40.0% |
| 3M | -27.9% | +9.9% | -37.8% | -32.7% |
| 6M | -46.4% | +17.4% | -63.8% | -52.8% |
| YTD | +81.1% | +57.3% | +23.8% | +25.7% |
| 1Y | +74.3% | +66.9% | +7.4% | +15.4% |
| 3Y | +245.8% | +85.7% | +160.2% | +102.2% |
| 5Y | -23.7% | +31.2% | -55.0% | -47.9% |
| All | +105.1% | +64.5% | +40.5% | +41.4% |
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