+29.3%
BMY vs DOCU
-71.9%
+101.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.6% |
| 7D | +2.8% | -3.2% | +6.0% | +2.9% |
| 30D | +5.9% | +15.7% | -9.7% | +5.7% |
| 3M | -0.8% | +37.3% | -38.1% | -1.3% |
| 6M | +12.1% | +63.1% | -51.0% | +11.1% |
| YTD | +21.0% | +15.4% | +5.6% | +20.6% |
| 1Y | +40.4% | +11.3% | +29.1% | +40.0% |
| 3Y | +36.3% | +92.1% | -55.8% | +34.8% |
| 5Y | +29.3% | -70.5% | +99.8% | +25.0% |
| All | +29.3% | -71.9% | +101.1% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling