+14.6%
BLK vs DOCU
+10.8%
+3.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.9% | +3.0% |
| 7D | +4.1% | -4.8% | +8.9% | +4.4% |
| 30D | +12.2% | +9.4% | +2.8% | +11.5% |
| 3M | +7.4% | +29.0% | -21.6% | +5.4% |
| 6M | +13.2% | +62.3% | -49.1% | +9.0% |
| YTD | +15.4% | +13.7% | +1.7% | +13.9% |
| All | +14.6% | +10.8% | +3.8% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling