+91.0%
DOCN vs BG
+8.3%
+82.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.8% | -4.6% |
| 7D | +19.1% | +2.6% | +16.5% | +18.4% |
| 30D | -21.0% | -6.7% | -14.4% | -19.4% |
| 3M | -34.7% | -9.3% | -25.5% | -33.2% |
| 6M | -45.8% | -18.3% | -27.4% | -40.8% |
| YTD | +79.4% | +16.2% | +63.2% | +106.8% |
| 1Y | +91.0% | +7.6% | +83.4% | +112.8% |
| All | +91.0% | +8.3% | +82.7% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…
1y analysis · Full analysis span regression · 6 months rolling