-23.1%
BA vs DOCU
-71.9%
+48.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.6% | -2.2% |
| 7D | -0.1% | -3.2% | +3.1% | +0.5% |
| 30D | -9.1% | +15.7% | -24.8% | -11.5% |
| 3M | -28.2% | +37.3% | -65.5% | -32.4% |
| 6M | -23.1% | +63.1% | -86.2% | -30.5% |
| YTD | -20.6% | +15.4% | -35.9% | -23.8% |
| 1Y | -12.7% | +11.3% | -24.0% | -15.9% |
| 3Y | -11.6% | +92.1% | -103.6% | -27.5% |
| 5Y | -23.1% | -70.5% | +47.3% | -23.1% |
| All | -23.1% | -71.9% | +48.7% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 5y: compounded portfolio wealth divided by compounded DOCU 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…
5y analysis · Full analysis span regression · 6 months rolling