+50.6%
BSX vs DOCU
+104.6%
-54.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +3.0% |
| 7D | -0.7% | -4.8% | +4.1% | -0.2% |
| 30D | +3.0% | +9.4% | -6.4% | +2.0% |
| 3M | -10.7% | +29.0% | -39.8% | -13.3% |
| 6M | -18.4% | +62.3% | -80.7% | -22.9% |
| YTD | -53.8% | +13.7% | -67.5% | -54.9% |
| 1Y | -56.0% | +11.5% | -67.5% | -56.9% |
| 3Y | -14.4% | +94.2% | -108.6% | -22.9% |
| 5Y | +2.9% | -71.7% | +74.6% | +7.0% |
| All | +50.6% | +104.6% | -54.0% | +1.8% |
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