+164.6%
DOCN vs BWA
+85.7%
+79.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | +0.1% | +1.3% |
| 7D | +1.1% | +5.7% | -4.5% | -2.0% |
| 30D | -9.6% | +1.4% | -11.0% | -10.3% |
| 3M | -37.7% | -12.1% | -25.6% | -33.3% |
| 6M | +115.2% | +28.6% | +86.7% | +85.8% |
| YTD | +133.7% | +51.1% | +82.6% | +77.6% |
| 1Y | +250.2% | +55.9% | +194.3% | +158.9% |
| 3Y | +320.3% | +70.1% | +250.2% | +181.7% |
| 5Y | +53.1% | +90.7% | -37.6% | -13.0% |
| All | +164.6% | +85.7% | +79.0% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling