+91.0%
DOCN vs BR
-11.4%
+102.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.7% | -3.9% |
| 7D | +19.1% | +1.1% | +18.0% | +19.7% |
| 30D | -21.0% | +14.4% | -35.4% | -16.3% |
| 3M | -34.7% | +12.4% | -47.2% | -30.9% |
| 6M | -45.8% | +35.4% | -81.2% | -39.2% |
| YTD | +79.4% | -12.2% | +91.6% | +123.1% |
| 1Y | +91.0% | -12.7% | +103.8% | +138.5% |
| All | +91.0% | -11.4% | +102.4% | +138.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling