+91.0%
DOCN vs BNY
+39.1%
+51.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.6% |
| 7D | +19.1% | +3.9% | +15.2% | +14.9% |
| 30D | -21.0% | +11.9% | -33.0% | -28.2% |
| 3M | -34.7% | -5.0% | -29.7% | -31.7% |
| 6M | -45.8% | +14.6% | -60.4% | -51.9% |
| YTD | +79.4% | +34.5% | +44.9% | +36.5% |
| 1Y | +91.0% | +40.6% | +50.4% | +39.7% |
| All | +91.0% | +39.1% | +51.9% | +39.7% |
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