+219.5%
DOCN vs BND
+14.3%
+205.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | 0.0% | +8.0% | +8.0% |
| 7D | -12.8% | +0.4% | -13.2% | -13.1% |
| 30D | -41.9% | +2.0% | -43.9% | -43.1% |
| 3M | -36.9% | -0.4% | -36.6% | -36.7% |
| 6M | -52.2% | -0.9% | -51.3% | -51.8% |
| YTD | +62.7% | -0.3% | +63.1% | +62.9% |
| 1Y | +58.2% | 0.0% | +58.3% | +58.0% |
| 3Y | +219.5% | +15.1% | +204.4% | +157.7% |
| All | +219.5% | +14.3% | +205.1% | +157.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling