+16.1%
BND vs DOCU
+110.9%
-94.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.4% | +1.6% | -3.0% | -1.4% |
| 30D | +0.8% | +10.8% | -10.0% | +0.6% |
| 3M | -1.2% | +38.0% | -39.2% | -1.7% |
| 6M | -1.4% | +77.4% | -78.8% | -2.3% |
| YTD | -1.3% | +17.2% | -18.5% | -1.7% |
| 1Y | -1.2% | +15.6% | -16.8% | -1.6% |
| 3Y | +13.7% | +95.6% | -81.9% | +11.9% |
| 5Y | -1.7% | -69.7% | +68.0% | -1.9% |
| All | +16.1% | +110.9% | -94.8% | +14.7% |
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