+237.5%
BNY vs DOCU
+104.2%
+133.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.8% | +0.3% |
| 7D | +0.4% | -5.5% | +6.0% | +1.0% |
| 30D | +4.0% | +12.6% | -8.7% | +2.6% |
| 3M | -6.6% | +36.4% | -43.0% | -9.8% |
| 6M | +11.5% | +66.8% | -55.3% | +4.9% |
| YTD | +29.5% | +13.5% | +16.0% | +26.5% |
| 1Y | +38.7% | +11.3% | +27.4% | +35.6% |
| 3Y | +251.5% | +92.1% | +159.4% | +217.9% |
| 5Y | +187.5% | -71.0% | +258.5% | +186.3% |
| All | +237.5% | +104.2% | +133.3% | +154.5% |
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