+203.9%
DOCN vs BN
+90.6%
+113.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.3% |
| 7D | -19.2% | +5.3% | -24.5% | -23.1% |
| 30D | -43.1% | +11.9% | -55.0% | -48.7% |
| 3M | -40.7% | -5.7% | -35.0% | -38.2% |
| 6M | -55.0% | -10.6% | -44.4% | -51.2% |
| YTD | +50.6% | -9.4% | +60.0% | +59.7% |
| 1Y | +54.0% | -8.8% | +62.7% | +62.2% |
| 3Y | +203.9% | +95.6% | +108.3% | +80.3% |
| All | +203.9% | +90.6% | +113.3% | +80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling