+54.0%
DOCN vs BN
-9.2%
+63.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.0% |
| 7D | -19.2% | +5.3% | -24.5% | -21.6% |
| 30D | -43.1% | +11.9% | -55.0% | -46.9% |
| 3M | -40.7% | -5.7% | -35.0% | -38.4% |
| 6M | -55.0% | -10.6% | -44.4% | -51.5% |
| YTD | +50.6% | -9.4% | +60.0% | +57.6% |
| 1Y | +54.0% | -8.8% | +62.7% | +60.2% |
| All | +54.0% | -9.2% | +63.2% | +60.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling