+911.5%
BE vs DOCU
+27.3%
+884.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.7% | +3.7% | +6.1% |
| 7D | +20.0% | +6.9% | +13.1% | +17.2% |
| 30D | +7.9% | +19.0% | -11.1% | +0.7% |
| 3M | -13.2% | +34.3% | -47.5% | -24.7% |
| 6M | +53.5% | +48.0% | +5.4% | +24.7% |
| YTD | +191.0% | 0.0% | +191.0% | +171.4% |
| 1Y | +360.5% | -10.3% | +370.8% | +343.0% |
| 3Y | +1,568.0% | +32.4% | +1,535.6% | +1,157.5% |
| 5Y | +1,055.2% | -77.9% | +1,133.1% | +1,480.1% |
| All | +911.5% | +27.3% | +884.2% | +673.6% |
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