+66.4%
BMY vs DOCU
+112.5%
-46.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.8% |
| 7D | +2.1% | +4.1% | -2.0% | +1.9% |
| 30D | +7.0% | +7.4% | -0.4% | +6.7% |
| 3M | -0.9% | +26.0% | -26.9% | -1.8% |
| 6M | +14.9% | +79.2% | -64.3% | +12.2% |
| YTD | +22.8% | +18.1% | +4.8% | +21.7% |
| 1Y | +36.2% | +20.5% | +15.7% | +34.8% |
| 3Y | +45.7% | +96.4% | -50.7% | +40.1% |
| 5Y | +31.3% | -69.5% | +100.8% | +35.3% |
| All | +66.4% | +112.5% | -46.1% | +35.6% |
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