+36.0%
BDX vs DOCU
+107.7%
-71.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.0% | +2.2% |
| 7D | +7.7% | -3.2% | +10.9% | +7.9% |
| 30D | +18.4% | +15.7% | +2.8% | +17.1% |
| 3M | +25.9% | +37.3% | -11.4% | +22.6% |
| 6M | +50.0% | +63.1% | -13.1% | +43.9% |
| YTD | +42.7% | +15.4% | +27.3% | +40.1% |
| 1Y | +57.8% | +11.3% | +46.5% | +55.3% |
| 3Y | +11.6% | +92.1% | -80.5% | +3.1% |
| 5Y | +25.0% | -70.5% | +95.5% | +29.3% |
| All | +36.0% | +107.7% | -71.7% | +2.3% |
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 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