+48.0%
BAX vs DOCU
+11.6%
+36.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.9% |
| 7D | +4.1% | -3.7% | +7.8% | +4.4% |
| 30D | +9.4% | +15.0% | -5.5% | +8.4% |
| 3M | -6.5% | +39.9% | -46.4% | -8.7% |
| 6M | +59.6% | +66.2% | -6.6% | +52.6% |
| YTD | +38.9% | +17.7% | +21.2% | +38.0% |
| 1Y | +48.0% | +13.7% | +34.3% | +48.0% |
| All | +48.0% | +11.6% | +36.4% | +48.0% |
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