+248.9%
BNY vs DOCU
+110.9%
+137.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.2% | +0.7% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | +7.4% | +12.9% | -5.6% | +6.0% |
| 3M | -4.3% | +35.1% | -39.4% | -7.5% |
| 6M | +16.2% | +76.2% | -60.0% | +8.8% |
| YTD | +33.9% | +17.2% | +16.7% | +30.3% |
| 1Y | +39.7% | +16.4% | +23.3% | +36.0% |
| 3Y | +258.0% | +95.6% | +162.4% | +223.3% |
| 5Y | +191.4% | -68.5% | +259.9% | +188.5% |
| All | +248.9% | +110.9% | +137.9% | +162.2% |
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