+185.9%
BLK vs DOCU
+104.6%
+81.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.0% |
| 7D | +4.1% | -4.8% | +8.9% | +5.0% |
| 30D | +12.2% | +9.4% | +2.8% | +10.4% |
| 3M | +7.4% | +29.0% | -21.6% | +2.3% |
| 6M | +13.2% | +62.3% | -49.1% | +2.8% |
| YTD | +15.4% | +13.7% | +1.7% | +10.8% |
| 1Y | +14.6% | +11.5% | +3.1% | +10.4% |
| 3Y | +99.2% | +94.2% | +5.1% | +67.6% |
| 5Y | +41.9% | -71.7% | +113.6% | +48.1% |
| All | +185.9% | +104.6% | +81.3% | +124.3% |
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 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