-35.6%
DOCN vs BUD
+48.8%
-84.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.2% |
| 7D | -19.2% | +4.5% | -23.6% | -21.3% |
| 30D | -43.1% | +12.5% | -55.6% | -47.4% |
| 3M | -40.7% | 0.0% | -40.7% | -41.6% |
| 6M | -55.0% | +3.8% | -58.8% | -57.2% |
| YTD | +50.6% | +33.1% | +17.6% | +23.1% |
| 1Y | +54.0% | +35.5% | +18.4% | +24.0% |
| 3Y | +203.9% | +49.4% | +154.5% | +119.0% |
| All | -35.6% | +48.8% | -84.4% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling