+0.2%
BBY vs DOCU
-71.6%
+71.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -1.9% | -2.0% |
| 7D | +10.9% | -3.4% | +14.3% | +11.6% |
| 30D | +19.6% | +9.3% | +10.4% | +17.6% |
| 3M | +27.6% | +30.2% | -2.6% | +20.9% |
| 6M | +79.4% | +62.1% | +17.3% | +62.2% |
| YTD | +61.7% | +13.5% | +48.1% | +55.1% |
| 1Y | +40.3% | +11.5% | +28.8% | +34.8% |
| 3Y | +87.9% | +89.5% | -1.6% | +56.0% |
| 5Y | +0.2% | -69.6% | +69.8% | -9.0% |
| All | +0.2% | -71.6% | +71.8% | -9.0% |
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