+269.1%
DOCN vs BNY
+59.5%
+209.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.2% | +13.9% | +13.7% |
| 7D | +16.3% | +1.5% | +14.9% | +14.5% |
| 30D | +2.0% | +3.3% | -1.3% | -1.0% |
| 3M | -25.2% | +15.3% | -40.5% | -34.8% |
| 6M | +132.7% | +42.5% | +90.2% | +68.3% |
| YTD | +163.3% | +42.0% | +121.3% | +85.2% |
| All | +269.1% | +59.5% | +209.7% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling