+1.8%
BBY vs DOCU
-78.0%
+79.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.5% |
| 7D | +9.5% | +6.9% | +2.6% | +8.1% |
| 30D | +6.8% | +19.0% | -12.2% | +3.1% |
| 3M | +28.9% | +34.3% | -5.4% | +21.1% |
| 6M | +37.8% | +48.0% | -10.2% | +26.5% |
| YTD | +38.7% | 0.0% | +38.7% | +36.5% |
| 1Y | +23.7% | -10.3% | +34.0% | +23.7% |
| 3Y | +39.1% | +32.4% | +6.7% | +24.2% |
| All | +1.8% | -78.0% | +79.8% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling