+701.6%
BE vs DOCU
+49.7%
+651.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.5% | -6.4% |
| 7D | -12.1% | -3.7% | -8.4% | -11.1% |
| 30D | -30.1% | +15.0% | -45.0% | -33.8% |
| 3M | -12.1% | +39.9% | -52.1% | -23.5% |
| 6M | -30.6% | +66.2% | -96.7% | -45.6% |
| YTD | +130.6% | +17.7% | +112.9% | +100.7% |
| 1Y | +55.3% | +13.7% | +41.6% | +37.4% |
| 3Y | +1,755.6% | +95.9% | +1,659.6% | +1,076.1% |
| 5Y | +564.5% | -71.7% | +636.1% | +718.2% |
| All | +701.6% | +49.7% | +651.9% | +472.0% |
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 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