-36.5%
BROS vs DOCU
+10.1%
-46.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.7% | -1.9% |
| 7D | -21.2% | -5.5% | -15.7% | -19.9% |
| 30D | -11.6% | +12.6% | -24.2% | -14.0% |
| 3M | -36.7% | +36.4% | -73.1% | -41.8% |
| 6M | -42.8% | +66.8% | -109.6% | -51.3% |
| YTD | -44.8% | +13.5% | -58.3% | -46.1% |
| 1Y | -36.5% | +11.3% | -47.8% | -36.9% |
| All | -36.5% | +10.1% | -46.6% | -36.9% |
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