+222.8%
BN vs DOCU
+107.7%
+115.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.8% |
| 7D | +5.7% | -3.2% | +8.9% | +6.3% |
| 30D | +12.0% | +15.7% | -3.7% | +9.0% |
| 3M | -6.1% | +37.3% | -43.3% | -11.7% |
| 6M | -8.6% | +63.1% | -71.7% | -17.3% |
| YTD | -8.5% | +15.4% | -23.9% | -12.4% |
| 1Y | -8.4% | +11.3% | -19.7% | -11.8% |
| 3Y | +92.3% | +92.1% | +0.2% | +63.8% |
| 5Y | +31.3% | -70.5% | +101.8% | +33.3% |
| All | +222.8% | +107.7% | +115.1% | +144.7% |
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