+97.7%
DOCN vs BUD
+45.8%
+51.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.1% | -10.3% | -8.5% |
| 7D | -20.0% | +3.3% | -23.4% | -21.4% |
| 30D | -38.8% | +11.8% | -50.6% | -42.5% |
| 3M | -34.8% | -1.1% | -33.7% | -35.2% |
| 6M | -22.8% | +14.9% | -37.7% | -29.1% |
| YTD | +74.6% | +32.6% | +42.0% | +48.1% |
| 1Y | +116.4% | +37.2% | +79.3% | +80.1% |
| 3Y | +239.3% | +48.8% | +190.5% | +161.6% |
| 5Y | -20.2% | +50.7% | -70.9% | -41.5% |
| All | +97.7% | +45.8% | +51.8% | +40.9% |
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