-55.0%
DOCN vs BHP
-0.9%
-54.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.9% | +1.2% |
| 7D | -19.2% | +0.9% | -20.1% | -19.7% |
| 30D | -43.1% | -6.3% | -36.8% | -39.9% |
| 3M | -40.7% | -7.1% | -33.6% | -37.4% |
| 6M | -55.0% | -3.2% | -51.8% | -53.9% |
| All | -55.0% | -0.9% | -54.0% | -53.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling