+91.2%
BBY vs DOCU
+104.6%
-13.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | +10.5% | -4.8% | +15.3% | +11.6% |
| 30D | +22.1% | +9.4% | +12.8% | +20.0% |
| 3M | +31.0% | +29.0% | +1.9% | +24.2% |
| 6M | +83.2% | +62.3% | +20.9% | +65.4% |
| YTD | +65.1% | +13.7% | +51.4% | +58.2% |
| 1Y | +41.6% | +11.5% | +30.1% | +36.1% |
| 3Y | +95.6% | +94.2% | +1.4% | +62.0% |
| 5Y | +1.0% | -71.7% | +72.7% | +8.4% |
| All | +91.2% | +104.6% | -13.4% | +29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling