+30.0%
BROS vs DOCU
+91.1%
-61.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | -2.0% | -19.5% | -20.9% |
| 7D | -21.4% | -3.2% | -18.2% | -20.6% |
| 30D | -11.5% | +15.7% | -27.2% | -14.9% |
| 3M | -47.4% | +37.3% | -84.6% | -52.0% |
| 6M | -39.5% | +63.1% | -102.7% | -48.1% |
| YTD | -43.5% | +15.4% | -58.9% | -46.9% |
| 1Y | -37.8% | +11.3% | -49.1% | -40.9% |
| All | +30.0% | +91.1% | -61.1% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling