+86.2%
DOCN vs BHP
+49.1%
+37.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.9% | +5.2% | +4.6% |
| 7D | +27.4% | +2.5% | +24.9% | +25.5% |
| 30D | -29.7% | -5.2% | -24.5% | -27.1% |
| 3M | -32.5% | -8.7% | -23.8% | -28.6% |
| 6M | -42.2% | -6.9% | -35.3% | -39.8% |
| YTD | +87.2% | +39.0% | +48.2% | +60.8% |
| 1Y | +86.2% | +48.9% | +37.3% | +53.1% |
| All | +86.2% | +49.1% | +37.1% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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