+92.9%
BLK vs DOCU
+87.9%
+5.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.9% |
| 7D | +2.7% | -5.5% | +8.3% | +3.5% |
| 30D | +10.2% | +12.6% | -2.4% | +8.3% |
| 3M | +4.9% | +36.4% | -31.5% | 0.0% |
| 6M | +11.0% | +66.8% | -55.8% | +2.1% |
| YTD | +11.9% | +13.5% | -1.5% | +9.0% |
| 1Y | +12.6% | +11.3% | +1.3% | +9.8% |
| 3Y | +92.9% | +92.1% | +0.9% | +67.8% |
| All | +92.9% | +87.9% | +5.0% | +67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling