+164.6%
DOCN vs IBN
+101.5%
+63.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.3% |
| 7D | +1.1% | +1.4% | -0.3% | +0.2% |
| 30D | -9.6% | -0.3% | -9.3% | -9.6% |
| 3M | -37.7% | +17.1% | -54.8% | -44.3% |
| 6M | +115.2% | +3.4% | +111.8% | +107.6% |
| YTD | +133.7% | +2.5% | +131.2% | +126.7% |
| 1Y | +250.2% | -4.2% | +254.3% | +253.9% |
| 3Y | +320.3% | +32.4% | +287.9% | +210.8% |
| 5Y | +53.1% | +59.2% | -6.1% | -3.0% |
| All | +164.6% | +101.5% | +63.1% | +56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling