-53.7%
DOCN vs BEN
+10.3%
-64.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.9% | -11.0% | -11.2% |
| 7D | -29.3% | -0.4% | -28.9% | -28.2% |
| 30D | -46.0% | -0.7% | -45.3% | -45.2% |
| 3M | -43.2% | -6.8% | -36.4% | -39.4% |
| 6M | -53.7% | +7.9% | -61.6% | -55.7% |
| All | -53.7% | +10.3% | -64.0% | -55.7% |
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