-5.3%
BAC vs DOCU
+10.1%
-15.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.7% |
| 7D | -1.2% | -5.5% | +4.4% | -1.1% |
| 30D | -7.7% | +12.6% | -20.3% | -7.8% |
| 3M | -21.2% | +36.4% | -57.6% | -21.9% |
| 6M | -6.8% | +66.8% | -73.6% | -9.5% |
| YTD | -8.7% | +13.5% | -22.2% | -9.6% |
| 1Y | -5.3% | +11.3% | -16.6% | -5.7% |
| All | -5.3% | +10.1% | -15.4% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling