+70.5%
DOCN vs BN
+80.5%
-10.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.4% |
| 7D | -19.2% | +5.3% | -24.5% | -23.7% |
| 30D | -43.1% | +11.9% | -55.0% | -49.4% |
| 3M | -40.7% | -5.7% | -35.0% | -38.0% |
| 6M | -55.0% | -10.6% | -44.4% | -51.0% |
| YTD | +50.6% | -9.4% | +60.0% | +60.0% |
| 1Y | +54.0% | -8.8% | +62.7% | +62.4% |
| 3Y | +203.9% | +95.6% | +108.3% | +42.6% |
| 5Y | -29.4% | +30.2% | -59.5% | -46.7% |
| All | +70.5% | +80.5% | -10.0% | +17.2% |
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