+61.1%
BP vs DOCU
+107.7%
-46.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.9% |
| 7D | -11.2% | -3.2% | -8.0% | -11.1% |
| 30D | -0.7% | +15.7% | -16.4% | -1.3% |
| 3M | +9.8% | +37.3% | -27.5% | +8.4% |
| 6M | -1.6% | +63.1% | -64.7% | -3.6% |
| YTD | +33.5% | +15.4% | +18.1% | +32.4% |
| 1Y | +31.7% | +11.3% | +20.4% | +30.8% |
| 3Y | +45.1% | +92.1% | -46.9% | +39.1% |
| 5Y | +105.9% | -70.5% | +176.4% | +103.5% |
| All | +61.1% | +107.7% | -46.6% | +32.0% |
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