+87.1%
DOCN vs BIL
+19.7%
+67.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.6% |
| 7D | -12.1% | +0.1% | -12.2% | -11.8% |
| 30D | -41.0% | 0.0% | -41.0% | -40.9% |
| 3M | -38.7% | +0.6% | -39.3% | -35.0% |
| 6M | -51.5% | +1.5% | -53.0% | -44.9% |
| YTD | +65.3% | +2.8% | +62.5% | +98.4% |
| 1Y | +53.9% | +3.3% | +50.6% | +89.0% |
| 3Y | +215.6% | +13.4% | +202.1% | +264.6% |
| 5Y | -26.2% | +19.8% | -46.0% | -40.0% |
| All | +87.1% | +19.7% | +67.4% | +49.7% |
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