-20.3%
BROS vs DOCU
+11.6%
-31.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +2.5% | -3.7% | +6.2% | +3.4% |
| 30D | +15.1% | +15.0% | +0.1% | +10.9% |
| 3M | -31.4% | +39.9% | -71.3% | -37.5% |
| 6M | -22.6% | +66.2% | -88.8% | -34.0% |
| YTD | -28.1% | +17.7% | -45.8% | -30.4% |
| 1Y | -20.3% | +13.7% | -33.9% | -20.4% |
| All | -20.3% | +11.6% | -31.9% | -20.4% |
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