+71.8%
BBY vs DOCU
+91.1%
-19.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | 0.0% | -1.6% |
| 7D | -1.0% | -3.2% | +2.2% | -0.4% |
| 30D | +17.1% | +15.7% | +1.5% | +14.4% |
| 3M | +18.9% | +37.3% | -18.4% | +12.5% |
| 6M | +77.7% | +63.1% | +14.6% | +62.8% |
| YTD | +54.4% | +15.4% | +39.0% | +48.3% |
| 1Y | +29.4% | +11.3% | +18.1% | +24.9% |
| All | +71.8% | +91.1% | -19.3% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling