+36.6%
BDX vs DOCU
+110.9%
-74.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.6% |
| 7D | +2.5% | -0.4% | +3.0% | +2.6% |
| 30D | +13.6% | +12.9% | +0.6% | +12.5% |
| 3M | +18.9% | +35.1% | -16.1% | +16.0% |
| 6M | +51.8% | +76.2% | -24.4% | +44.7% |
| YTD | +43.3% | +17.2% | +26.2% | +40.5% |
| 1Y | +48.0% | +16.4% | +31.6% | +45.1% |
| 3Y | +23.7% | +95.6% | -71.9% | +14.1% |
| 5Y | +24.9% | -68.5% | +93.4% | +28.4% |
| All | +36.6% | +110.9% | -74.3% | +2.7% |
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