+60.1%
DOCN vs BP
+128.1%
-68.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.6% |
| 7D | +1.1% | +3.9% | -2.8% | -0.4% |
| 30D | -9.6% | +7.6% | -17.2% | -12.3% |
| 3M | -37.7% | +0.7% | -38.4% | -38.2% |
| 6M | +115.2% | +15.5% | +99.7% | +100.6% |
| YTD | +133.7% | +30.8% | +102.9% | +105.9% |
| 1Y | +250.2% | +34.3% | +215.8% | +204.4% |
| 3Y | +320.3% | +35.1% | +285.2% | +258.1% |
| All | +60.1% | +128.1% | -68.1% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 5y: compounded portfolio wealth divided by compounded BP 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…
5y analysis · Full analysis span regression · 6 months rolling