+37.3%
BMY vs DOCU
+10.8%
+26.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -1.4% | -4.8% | +3.4% | -1.3% |
| 30D | +5.1% | +9.4% | -4.3% | +5.1% |
| 3M | -3.0% | +29.0% | -32.0% | -3.1% |
| 6M | +13.1% | +62.3% | -49.3% | +12.5% |
| YTD | +20.3% | +13.7% | +6.7% | +23.7% |
| All | +37.3% | +10.8% | +26.5% | +41.0% |
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