+219.9%
BN vs DOCU
+104.2%
+115.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.7% | -0.6% |
| 7D | +5.3% | -5.5% | +10.9% | +6.4% |
| 30D | +11.9% | +12.6% | -0.7% | +9.4% |
| 3M | -5.7% | +36.4% | -42.1% | -11.3% |
| 6M | -10.6% | +66.8% | -77.4% | -19.5% |
| YTD | -9.4% | +13.5% | -22.8% | -13.0% |
| 1Y | -8.8% | +11.3% | -20.1% | -12.2% |
| 3Y | +95.6% | +92.1% | +3.6% | +66.7% |
| 5Y | +30.2% | -71.0% | +101.1% | +32.5% |
| All | +219.9% | +104.2% | +115.6% | +143.2% |
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