+275.0%
BNY vs DOCU
+80.0%
+195.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-07 to 2026-09-07.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.1% |
| 7D | +1.4% | +6.9% | -5.5% | +0.7% |
| 30D | +3.8% | +19.0% | -15.2% | +1.8% |
| 3M | +14.9% | +34.3% | -19.4% | +10.9% |
| 6M | +40.3% | +48.0% | -7.7% | +33.6% |
| YTD | +43.9% | 0.0% | +43.9% | +42.5% |
| 1Y | +59.0% | -10.3% | +69.3% | +59.0% |
| 3Y | +290.7% | +32.4% | +258.3% | +267.6% |
| 5Y | +250.4% | -77.9% | +328.3% | +256.7% |
| All | +275.0% | +80.0% | +195.0% | +186.8% |
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 2016-09-07 to 2026-09-07: 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…
2016-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling