+78.8%
BBY vs DOCU
+107.7%
-28.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.9% |
| 3M | +18.9% | +37.3% | -18.4% | +11.4% |
| 6M | +77.7% | +63.1% | +14.6% | +60.2% |
| YTD | +54.4% | +15.4% | +39.0% | +47.6% |
| 1Y | +29.4% | +11.3% | +18.1% | +24.4% |
| 3Y | +71.2% | +92.1% | -20.9% | +42.1% |
| 5Y | -2.7% | -70.5% | +67.8% | +3.5% |
| All | +78.8% | +107.7% | -28.9% | +20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling