+61.2%
BNY vs DOCU
-14.9%
+76.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | +0.2% |
| 7D | +1.4% | +6.9% | -5.5% | +1.2% |
| 30D | +3.8% | +19.0% | -15.2% | +3.1% |
| 3M | +14.9% | +34.3% | -19.4% | +13.3% |
| 6M | +40.3% | +48.0% | -7.7% | +36.3% |
| YTD | +43.8% | 0.0% | +43.7% | +45.4% |
| All | +61.2% | -14.9% | +76.1% | +65.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling