+54.0%
DOCN vs IBN
+14.0%
+40.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.7% | +3.7% |
| 7D | -19.2% | +15.1% | -34.2% | -16.1% |
| 30D | -43.1% | +21.6% | -64.7% | -40.9% |
| 3M | -40.7% | +11.2% | -51.9% | -38.3% |
| 6M | -55.0% | +27.8% | -82.7% | -54.8% |
| YTD | +50.6% | +14.7% | +35.9% | +56.4% |
| 1Y | +54.0% | +14.4% | +39.5% | +60.1% |
| All | +54.0% | +14.0% | +40.0% | +60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling