+215.6%
DOCN vs BEN
+87.4%
+128.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.7% |
| 7D | -12.1% | +12.1% | -24.3% | -19.0% |
| 30D | -41.0% | +13.4% | -54.4% | -45.9% |
| 3M | -38.7% | +9.4% | -48.1% | -42.3% |
| 6M | -51.5% | +19.3% | -70.8% | -57.2% |
| YTD | +65.3% | +57.3% | +8.0% | +19.2% |
| 1Y | +53.9% | +69.1% | -15.2% | +5.3% |
| 3Y | +215.6% | +85.6% | +129.9% | +106.1% |
| All | +215.6% | +87.4% | +128.1% | +106.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling