+245.3%
BNY vs DOCU
+104.4%
+141.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | +0.1% | 0.0% |
| 7D | +1.2% | -3.4% | +4.6% | +1.6% |
| 30D | +6.4% | +9.3% | -2.9% | +5.4% |
| 3M | -4.8% | +30.2% | -35.0% | -7.6% |
| 6M | +16.8% | +62.1% | -45.3% | +10.3% |
| YTD | +32.5% | +13.5% | +19.0% | +29.4% |
| 1Y | +38.6% | +11.5% | +27.1% | +35.6% |
| 3Y | +254.3% | +89.5% | +164.8% | +221.0% |
| 5Y | +192.4% | -69.6% | +262.1% | +190.6% |
| All | +245.3% | +104.4% | +141.0% | +160.4% |
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