+324.3%
DOCN vs BIL
+14.1%
+310.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +3.7% |
| 7D | +1.1% | +0.1% | +1.0% | +3.6% |
| 30D | -9.6% | +0.3% | -10.0% | -0.7% |
| 3M | -37.7% | +0.9% | -38.6% | -18.6% |
| 6M | +115.2% | +1.8% | +113.4% | +237.4% |
| YTD | +133.7% | +2.4% | +131.3% | +304.0% |
| 1Y | +250.2% | +3.7% | +246.4% | +656.6% |
| All | +324.3% | +14.1% | +310.1% | +1,010.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling