+164.6%
DOCN vs BN
+75.5%
+89.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.1% |
| 7D | +1.1% | -2.5% | +3.6% | +3.6% |
| 30D | -9.6% | -9.5% | -0.1% | -0.5% |
| 3M | -37.7% | -10.4% | -27.3% | -31.2% |
| 6M | +115.2% | -6.4% | +121.6% | +124.2% |
| YTD | +133.7% | -11.9% | +145.6% | +158.3% |
| 1Y | +250.2% | -8.6% | +258.8% | +272.7% |
| 3Y | +320.3% | +77.6% | +242.7% | +120.2% |
| 5Y | +53.1% | +37.0% | +16.1% | +15.5% |
| All | +164.6% | +75.5% | +89.1% | +89.2% |
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