+116.4%
DOCN vs BWA
+17.4%
+99.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.5% | -4.6% | -6.1% |
| 7D | -20.0% | -9.9% | -10.1% | -16.4% |
| 30D | -38.8% | -16.4% | -22.4% | -34.1% |
| 3M | -34.8% | -19.8% | -15.0% | -28.9% |
| 6M | -22.8% | -10.0% | -12.8% | -18.0% |
| YTD | +74.6% | +12.7% | +61.9% | +67.0% |
| 1Y | +116.4% | +15.7% | +100.8% | +105.8% |
| All | +116.4% | +17.4% | +99.1% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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