+79.2%
BBY vs DOCU
+104.2%
-25.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.6% |
| 7D | +4.2% | -5.5% | +9.7% | +5.3% |
| 30D | +17.8% | +12.6% | +5.1% | +15.1% |
| 3M | +25.8% | +36.4% | -10.6% | +18.0% |
| 6M | +73.8% | +66.8% | +7.0% | +56.1% |
| YTD | +54.7% | +13.5% | +41.3% | +48.4% |
| 1Y | +33.4% | +11.3% | +22.1% | +28.2% |
| 3Y | +72.2% | +92.1% | -19.9% | +42.9% |
| 5Y | -2.5% | -71.0% | +68.5% | +4.1% |
| All | +79.2% | +104.2% | -25.0% | +21.3% |
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