+203.9%
DOCN vs BND
+14.5%
+189.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.6% |
| 7D | -19.2% | 0.0% | -19.2% | -19.2% |
| 30D | -43.1% | +2.3% | -45.3% | -44.5% |
| 3M | -40.7% | -0.6% | -40.1% | -40.3% |
| 6M | -55.0% | -1.3% | -53.7% | -54.3% |
| YTD | +50.6% | -0.7% | +51.4% | +51.5% |
| 1Y | +54.0% | -0.5% | +54.4% | +54.5% |
| 3Y | +203.9% | +14.7% | +189.2% | +131.7% |
| All | +203.9% | +14.5% | +189.4% | +131.7% |
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