+54.3%
DOCN vs BIL
+3.0%
+51.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | 0.0% | -15.9% | -15.7% |
| 7D | -29.3% | -0.3% | -29.0% | -31.1% |
| 30D | -46.0% | 0.0% | -46.0% | -44.3% |
| 3M | -43.2% | +0.3% | -43.5% | -25.0% |
| 6M | -53.7% | +1.2% | -54.9% | -8.0% |
| YTD | +46.9% | +2.4% | +44.5% | +154.7% |
| 1Y | +54.3% | +3.0% | +51.3% | +92.0% |
| All | +54.3% | +3.0% | +51.3% | +92.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling