+70.5%
DOCN vs IBN
+125.4%
-54.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.7% | +0.2% |
| 7D | -19.2% | +15.1% | -34.2% | -25.9% |
| 30D | -43.1% | +21.6% | -64.7% | -49.8% |
| 3M | -40.7% | +11.2% | -51.9% | -45.1% |
| 6M | -55.0% | +27.8% | -82.7% | -62.3% |
| YTD | +50.6% | +14.7% | +35.9% | +35.0% |
| 1Y | +54.0% | +14.4% | +39.5% | +38.0% |
| 3Y | +203.9% | +52.1% | +151.8% | +102.5% |
| 5Y | -29.4% | +70.7% | -100.1% | -58.0% |
| All | +70.5% | +125.4% | -54.8% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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