+114.9%
BKNG vs DOCU
+71.3%
+43.7%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.9% | -1.9% | -5.8% |
| 7D | -7.9% | +0.7% | -8.5% | -8.0% |
| 30D | -15.9% | +8.0% | -23.9% | -17.3% |
| 3M | +11.1% | +41.0% | -29.9% | +4.1% |
| 6M | -0.7% | +33.7% | -34.4% | -6.4% |
| YTD | -15.4% | -4.9% | -10.6% | -15.7% |
| 1Y | -18.5% | -20.4% | +1.8% | -16.6% |
| 3Y | +46.5% | +29.6% | +16.8% | +33.8% |
| 5Y | +98.8% | -76.9% | +175.7% | +112.4% |
| All | +114.9% | +71.3% | +43.7% | +56.5% |
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