+103.1%
DOCN vs BR
+44.1%
+59.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.7% | -4.5% |
| 7D | +19.1% | +1.1% | +18.0% | +18.3% |
| 30D | -21.0% | +14.4% | -35.4% | -28.8% |
| 3M | -34.7% | +12.4% | -47.2% | -41.3% |
| 6M | -45.8% | +35.4% | -81.2% | -59.2% |
| YTD | +79.4% | -12.2% | +91.6% | +98.1% |
| 1Y | +91.0% | -12.7% | +103.8% | +111.9% |
| 3Y | +237.5% | +14.3% | +223.2% | +180.2% |
| 5Y | -30.4% | +19.3% | -49.7% | -51.8% |
| All | +103.1% | +44.1% | +59.0% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling