+61.4%
BMY vs DOCU
+104.2%
-42.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.5% |
| 7D | -0.5% | -5.5% | +5.0% | -0.3% |
| 30D | +4.1% | +12.6% | -8.6% | +3.6% |
| 3M | -3.1% | +36.4% | -39.5% | -4.3% |
| 6M | +11.0% | +66.8% | -55.7% | +8.7% |
| YTD | +19.1% | +13.5% | +5.6% | +18.2% |
| 1Y | +37.8% | +11.3% | +26.5% | +36.7% |
| 3Y | +34.2% | +92.1% | -57.9% | +29.1% |
| 5Y | +27.2% | -71.0% | +98.2% | +31.4% |
| All | +61.4% | +104.2% | -42.8% | +31.7% |
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