+38.9%
BDX vs DOCU
+112.5%
-73.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +2.9% | +4.1% | -1.2% | +2.6% |
| 30D | +15.4% | +7.4% | +8.1% | +14.8% |
| 3M | +20.5% | +26.0% | -5.5% | +18.2% |
| 6M | +53.2% | +79.2% | -26.0% | +45.8% |
| YTD | +45.7% | +18.1% | +27.6% | +42.8% |
| 1Y | +47.3% | +20.5% | +26.7% | +44.0% |
| 3Y | +25.1% | +96.4% | -71.3% | +15.4% |
| 5Y | +27.4% | -69.5% | +96.9% | +31.5% |
| All | +38.9% | +112.5% | -73.6% | +4.3% |
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