+593.0%
BE vs DOCU
+44.4%
+548.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.7% | +5.1% | +4.0% |
| 7D | -14.7% | -5.5% | -9.2% | -13.0% |
| 30D | -40.5% | +12.6% | -53.2% | -43.2% |
| 3M | -24.3% | +36.4% | -60.7% | -33.5% |
| 6M | -39.3% | +66.8% | -106.1% | -52.6% |
| YTD | +99.4% | +13.5% | +85.9% | +75.8% |
| 1Y | +26.6% | +11.3% | +15.3% | +12.8% |
| 3Y | +1,616.9% | +92.1% | +1,524.9% | +994.0% |
| 5Y | +441.4% | -71.0% | +512.4% | +560.8% |
| All | +593.0% | +44.4% | +548.6% | +401.1% |
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