+103.1%
DOCN vs BN
+78.7%
+24.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -2.6% |
| 7D | +19.1% | -1.0% | +20.1% | +20.3% |
| 30D | -21.0% | +14.0% | -35.0% | -31.4% |
| 3M | -34.7% | -9.0% | -25.7% | -29.3% |
| 6M | -45.8% | -8.8% | -36.9% | -42.2% |
| YTD | +79.4% | -10.3% | +89.6% | +92.5% |
| 1Y | +91.0% | -5.8% | +96.8% | +94.9% |
| 3Y | +237.5% | +94.8% | +142.7% | +59.2% |
| 5Y | -30.4% | +31.5% | -61.9% | -47.3% |
| All | +103.1% | +78.7% | +24.4% | +41.0% |
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