+252.3%
DOCN vs BIL
+13.1%
+239.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | -20.0% | -0.3% | -19.8% | -22.8% |
| 30D | -38.8% | 0.0% | -38.8% | -37.6% |
| 3M | -34.8% | +0.3% | -35.1% | -26.1% |
| 6M | -22.8% | +1.2% | -24.0% | +11.3% |
| YTD | +74.6% | +2.4% | +72.2% | +210.7% |
| 1Y | +116.4% | +3.0% | +113.4% | +326.6% |
| All | +252.3% | +13.1% | +239.2% | +682.4% |
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