+54.5%
BDX vs DOCU
+10.8%
+43.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +8.4% | -4.8% | +13.2% | +8.7% |
| 30D | +17.1% | +9.4% | +7.8% | +16.6% |
| 3M | +22.4% | +29.0% | -6.6% | +21.1% |
| 6M | +45.9% | +62.3% | -16.4% | +42.7% |
| YTD | +43.8% | +13.7% | +30.2% | +42.2% |
| All | +54.5% | +10.8% | +43.7% | +53.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling