-1.3%
BND vs DOCU
-78.0%
+76.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | 0.0% |
| 7D | -0.1% | +6.9% | -7.0% | -0.3% |
| 30D | -0.4% | +19.0% | -19.3% | -0.7% |
| 3M | -0.6% | +34.3% | -34.9% | -1.2% |
| 6M | -1.4% | +48.0% | -49.5% | -2.2% |
| YTD | -0.2% | 0.0% | -0.2% | -0.4% |
| 1Y | +1.3% | -10.3% | +11.6% | +1.3% |
| 3Y | +13.2% | +32.4% | -19.2% | +11.9% |
| All | -1.3% | -78.0% | +76.7% | -2.9% |
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