+115.2%
DOCN vs BEN
+33.2%
+82.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.5% | -0.7% | +0.6% |
| 7D | +1.1% | +0.2% | +0.9% | +0.9% |
| 30D | -9.6% | -0.5% | -9.1% | -9.4% |
| 3M | -37.7% | +9.7% | -47.4% | -40.5% |
| 6M | +115.2% | +33.9% | +81.3% | +100.0% |
| All | +115.2% | +33.2% | +82.1% | +100.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling