+57.9%
BP vs DOCU
+80.0%
-22.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.4% |
| 7D | +3.9% | +6.9% | -3.0% | +3.7% |
| 30D | +7.6% | +19.0% | -11.4% | +6.8% |
| 3M | +0.7% | +34.3% | -33.6% | -0.6% |
| 6M | +15.5% | +48.0% | -32.5% | +13.4% |
| YTD | +30.8% | 0.0% | +30.8% | +30.5% |
| 1Y | +34.3% | -10.3% | +44.6% | +34.5% |
| 3Y | +35.1% | +32.4% | +2.7% | +31.5% |
| 5Y | +126.8% | -77.9% | +204.8% | +126.3% |
| All | +57.9% | +80.0% | -22.1% | +30.2% |
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