+324.3%
DOCN vs BN
+77.7%
+246.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.1% |
| 7D | +1.1% | -2.5% | +3.6% | +3.4% |
| 30D | -9.6% | -9.5% | -0.1% | -1.4% |
| 3M | -37.7% | -10.4% | -27.3% | -31.8% |
| 6M | +115.2% | -6.4% | +121.6% | +123.3% |
| YTD | +133.7% | -11.9% | +145.6% | +156.3% |
| 1Y | +250.2% | -8.6% | +258.8% | +270.9% |
| All | +324.3% | +77.7% | +246.6% | +140.3% |
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