-34.8%
BROS vs DOCU
-9.0%
-25.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | 0.0% |
| 7D | -6.7% | +6.9% | -13.6% | -8.0% |
| 30D | -29.1% | +19.0% | -48.1% | -31.7% |
| 3M | -16.7% | +34.3% | -51.0% | -22.7% |
| 6M | -11.6% | +48.0% | -59.6% | -20.2% |
| YTD | -23.9% | 0.0% | -23.9% | -27.5% |
| 1Y | -34.8% | -10.3% | -24.5% | -39.3% |
| All | -34.8% | -9.0% | -25.7% | -39.3% |
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