-4.7%
BN vs DOCU
+11.6%
-16.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +12.0% | -3.7% | +15.7% | +12.4% |
| 30D | +17.0% | +15.0% | +2.1% | +15.2% |
| 3M | -3.2% | +39.9% | -43.1% | -7.2% |
| 6M | -3.9% | +66.2% | -70.0% | -10.1% |
| YTD | -5.6% | +17.7% | -23.3% | -8.7% |
| 1Y | -4.7% | +13.7% | -18.4% | -6.8% |
| All | -4.7% | +11.6% | -16.3% | -6.8% |
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 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