+87.2%
BBY vs DOCU
+112.5%
-25.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | +0.5% |
| 7D | +4.5% | +4.1% | +0.4% | +3.7% |
| 30D | +16.8% | +7.4% | +9.5% | +15.2% |
| 3M | +23.2% | +26.0% | -2.8% | +17.5% |
| 6M | +91.9% | +79.2% | +12.7% | +70.0% |
| YTD | +61.6% | +18.1% | +43.6% | +53.8% |
| 1Y | +43.9% | +20.5% | +23.4% | +36.2% |
| 3Y | +88.6% | +96.4% | -7.8% | +56.0% |
| 5Y | -3.1% | -69.5% | +66.4% | +2.5% |
| All | +87.2% | +112.5% | -25.3% | +25.7% |
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 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