+103.1%
DOCN vs BND
0.0%
+103.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.0% | -4.0% |
| 7D | +19.1% | -1.4% | +20.5% | +21.6% |
| 30D | -21.0% | +0.6% | -21.6% | -22.1% |
| 3M | -34.7% | -1.6% | -33.1% | -33.3% |
| 6M | -45.8% | -1.5% | -44.2% | -44.7% |
| YTD | +79.4% | -1.5% | +80.8% | +82.8% |
| 1Y | +91.0% | -1.1% | +92.1% | +93.4% |
| 3Y | +237.5% | +13.6% | +223.8% | +164.1% |
| 5Y | -30.4% | -1.8% | -28.6% | -23.9% |
| All | +103.1% | 0.0% | +103.1% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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