+70.5%
DOCN vs BND
+1.1%
+69.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.6% |
| 7D | -19.2% | 0.0% | -19.2% | -19.3% |
| 30D | -43.1% | +2.3% | -45.3% | -45.3% |
| 3M | -40.7% | -0.2% | -40.5% | -40.7% |
| 6M | -55.0% | -1.0% | -54.0% | -54.4% |
| YTD | +50.6% | -0.4% | +51.0% | +51.1% |
| 1Y | +54.0% | -0.1% | +54.1% | +53.9% |
| 3Y | +203.9% | +15.1% | +188.8% | +133.4% |
| 5Y | -29.4% | -1.5% | -27.9% | -22.0% |
| All | +70.5% | +1.1% | +69.5% | +67.1% |
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