-16.9%
BA vs DOCU
-71.6%
+54.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +2.0% | +2.1% |
| 7D | +5.9% | -3.7% | +9.6% | +6.6% |
| 30D | -8.2% | +15.0% | -23.1% | -10.5% |
| 3M | -25.4% | +39.9% | -65.3% | -30.0% |
| 6M | -20.0% | +66.2% | -86.2% | -27.8% |
| YTD | -18.5% | +17.7% | -36.2% | -22.1% |
| 1Y | -10.6% | +13.7% | -24.3% | -14.2% |
| 3Y | -9.3% | +95.9% | -105.2% | -25.6% |
| 5Y | -16.9% | -71.7% | +54.8% | -18.5% |
| All | -16.9% | -71.6% | +54.7% | -18.5% |
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