+66.4%
DOCN vs BIL
+19.3%
+47.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | 0.0% | -15.9% | -15.8% |
| 7D | -29.3% | -0.3% | -29.0% | -30.6% |
| 30D | -46.0% | 0.0% | -46.0% | -45.8% |
| 3M | -43.2% | +0.3% | -43.5% | -41.4% |
| 6M | -53.7% | +1.2% | -54.9% | -48.9% |
| YTD | +46.9% | +2.4% | +44.5% | +71.0% |
| 1Y | +54.3% | +3.0% | +51.3% | +84.2% |
| 3Y | +185.5% | +13.1% | +172.4% | +219.9% |
| 5Y | -31.1% | +19.4% | -50.5% | -45.8% |
| All | +66.4% | +19.3% | +47.0% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling