+274.7%
BNY vs DOCU
+80.0%
+194.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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 | +43.8% | 0.0% | +43.7% | +42.4% |
| 1Y | +58.9% | -10.3% | +69.1% | +58.9% |
| 3Y | +290.4% | +32.4% | +258.0% | +267.3% |
| 5Y | +250.1% | -77.9% | +328.0% | +256.4% |
| All | +274.7% | +80.0% | +194.6% | +186.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling