+111.9%
DOCN vs BN
+81.6%
+30.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.3% | +4.3% |
| 7D | +27.4% | -0.3% | +27.7% | +27.7% |
| 30D | -29.7% | +13.6% | -43.3% | -38.5% |
| 3M | -32.5% | -6.7% | -25.8% | -28.7% |
| 6M | -42.2% | -9.0% | -33.2% | -38.2% |
| YTD | +87.2% | -8.8% | +96.0% | +97.6% |
| 1Y | +86.2% | -10.6% | +96.8% | +100.9% |
| 3Y | +257.4% | +98.8% | +158.7% | +65.2% |
| 5Y | -27.4% | +33.6% | -61.0% | -45.9% |
| All | +111.9% | +81.6% | +30.3% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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