+35.0%
BDX vs DOCU
+104.2%
-69.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | +7.1% | -5.5% | +12.6% | +7.6% |
| 30D | +17.6% | +12.6% | +5.0% | +16.5% |
| 3M | +20.4% | +36.4% | -16.0% | +17.3% |
| 6M | +48.3% | +66.8% | -18.5% | +41.9% |
| YTD | +41.6% | +13.5% | +28.1% | +39.2% |
| 1Y | +55.7% | +11.3% | +44.4% | +53.2% |
| 3Y | +10.6% | +92.1% | -81.4% | +2.2% |
| 5Y | +24.0% | -71.0% | +95.0% | +28.5% |
| All | +35.0% | +104.2% | -69.3% | +1.7% |
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