+54.3%
DOCN vs BUD
+38.8%
+15.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +1.8% | -17.7% | -15.9% |
| 7D | -29.3% | +7.1% | -36.4% | -29.7% |
| 30D | -46.0% | +12.7% | -58.7% | -47.6% |
| 3M | -43.2% | 0.0% | -43.2% | -42.1% |
| 6M | -53.7% | +7.6% | -61.3% | -55.6% |
| YTD | +46.9% | +35.0% | +11.9% | +40.5% |
| 1Y | +54.3% | +37.6% | +16.8% | +47.0% |
| All | +54.3% | +38.8% | +15.6% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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