-48.1%
DOCS vs BB
+83.6%
-131.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.4% | -6.4% | -2.5% |
| 7D | -0.8% | +3.8% | -4.6% | -1.2% |
| 30D | +17.4% | -0.3% | +17.7% | +17.1% |
| 3M | +57.4% | -0.5% | +57.8% | +56.5% |
| 6M | +26.5% | +45.9% | -19.4% | +15.5% |
| YTD | -26.6% | +130.6% | -157.2% | -39.8% |
| 1Y | -48.1% | +89.2% | -137.2% | -56.6% |
| All | -48.1% | +83.6% | -131.7% | -56.6% |
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