+26.3%
BP vs DOCU
+10.7%
+15.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -6.3% | -3.4% | -3.0% | -6.5% |
| 30D | -3.6% | +9.3% | -12.9% | -3.1% |
| 3M | +5.2% | +30.2% | -25.0% | +7.3% |
| 6M | +5.3% | +62.1% | -56.8% | +9.7% |
| YTD | +33.1% | +13.5% | +19.6% | +34.5% |
| 1Y | +26.3% | +11.5% | +14.8% | +27.7% |
| All | +26.3% | +10.7% | +15.6% | +27.7% |
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