+66.4%
DOCN vs BUD
+48.5%
+17.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +1.8% | -17.7% | -16.6% |
| 7D | -29.3% | +7.1% | -36.4% | -31.7% |
| 30D | -46.0% | +12.7% | -58.7% | -49.5% |
| 3M | -43.2% | 0.0% | -43.2% | -43.9% |
| 6M | -53.7% | +7.6% | -61.3% | -56.4% |
| YTD | +46.9% | +35.0% | +11.9% | +23.4% |
| 1Y | +54.3% | +37.6% | +16.8% | +28.1% |
| 3Y | +185.5% | +51.5% | +134.0% | +118.1% |
| 5Y | -31.1% | +50.2% | -81.3% | -50.0% |
| All | +66.4% | +48.5% | +17.8% | +17.4% |
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 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