+187.9%
BLK vs DOCU
+112.5%
+75.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.4% |
| 7D | +3.7% | +4.1% | -0.3% | +3.0% |
| 30D | +13.9% | +7.4% | +6.5% | +12.4% |
| 3M | +3.9% | +26.0% | -22.1% | -0.6% |
| 6M | +13.0% | +79.2% | -66.2% | +0.9% |
| YTD | +16.1% | +18.1% | -1.9% | +10.8% |
| 1Y | +16.8% | +20.5% | -3.7% | +10.9% |
| 3Y | +97.7% | +96.4% | +1.3% | +66.0% |
| 5Y | +42.1% | -69.5% | +111.6% | +46.6% |
| All | +187.9% | +112.5% | +75.3% | +124.4% |
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