-61.5%
DOCS vs BB
+105.3%
-166.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.4% | -5.6% | +4.2% | -0.8% |
| 30D | +21.8% | -11.8% | +33.6% | +23.5% |
| 3M | +27.3% | -25.5% | +52.8% | +31.2% |
| 6M | -0.3% | +121.3% | -121.6% | -20.4% |
| YTD | -40.5% | +103.2% | -143.7% | -51.4% |
| 1Y | -61.5% | +102.6% | -164.2% | -67.4% |
| All | -61.5% | +105.3% | -166.9% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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