-48.1%
DOCS vs BB
+82.0%
-130.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.5% | +0.2% | -3.8% |
| 7D | -1.3% | -8.9% | +7.6% | -0.4% |
| 30D | +19.4% | -12.6% | +32.0% | +20.5% |
| 3M | +53.4% | -4.1% | +57.5% | +53.2% |
| 6M | +28.8% | +49.5% | -20.7% | +16.5% |
| YTD | -25.1% | +120.8% | -145.9% | -38.4% |
| 1Y | -48.1% | +76.2% | -124.4% | -55.0% |
| All | -48.1% | +82.0% | -130.1% | -55.0% |
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