+46.3%
BSX vs DOCU
+104.2%
-58.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.6% | -4.1% |
| 7D | +1.8% | -5.5% | +7.4% | +2.5% |
| 30D | +2.8% | +12.6% | -9.8% | +1.5% |
| 3M | -13.3% | +36.4% | -49.7% | -16.3% |
| 6M | -23.7% | +66.8% | -90.5% | -28.1% |
| YTD | -55.2% | +13.5% | -68.6% | -56.2% |
| 1Y | -56.8% | +11.3% | -68.1% | -57.8% |
| 3Y | -19.0% | +92.1% | -111.1% | -27.0% |
| 5Y | -0.9% | -71.0% | +70.0% | +2.7% |
| All | +46.3% | +104.2% | -58.0% | -1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling