+103.1%
DOCN vs BWA
+39.9%
+63.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.0% |
| 7D | +19.1% | +4.3% | +14.8% | +16.4% |
| 30D | -21.0% | -13.0% | -8.0% | -13.8% |
| 3M | -34.7% | -24.8% | -9.9% | -23.0% |
| 6M | -45.8% | -23.5% | -22.3% | -37.2% |
| YTD | +79.4% | +13.8% | +65.5% | +60.4% |
| 1Y | +91.0% | +13.4% | +77.6% | +70.5% |
| 3Y | +237.5% | +62.8% | +174.7% | +133.3% |
| 5Y | -30.4% | +28.5% | -58.9% | -52.6% |
| All | +103.1% | +39.9% | +63.2% | +33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling