+164.6%
DOCN vs BUD
+40.1%
+124.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | +1.1% | +0.3% | +0.9% | +1.0% |
| 30D | -9.6% | -5.7% | -4.0% | -7.1% |
| 3M | -37.7% | +3.1% | -40.8% | -39.4% |
| 6M | +115.2% | +7.9% | +107.3% | +104.5% |
| YTD | +133.7% | +27.3% | +106.4% | +104.3% |
| 1Y | +250.2% | +37.8% | +212.3% | +193.1% |
| 3Y | +320.3% | +49.8% | +270.4% | +225.2% |
| 5Y | +53.1% | +43.8% | +9.3% | +14.9% |
| All | +164.6% | +40.1% | +124.6% | +94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling