+51.2%
BSX vs DOCU
+110.9%
-59.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -1.0% | +1.6% | -2.5% | -1.1% |
| 30D | +2.1% | +10.8% | -8.8% | +0.9% |
| 3M | -14.0% | +38.0% | -52.0% | -17.1% |
| 6M | -18.3% | +77.4% | -95.7% | -23.5% |
| YTD | -53.6% | +17.2% | -70.8% | -54.8% |
| 1Y | -57.6% | +15.6% | -73.1% | -58.6% |
| 3Y | -14.3% | +95.6% | -109.9% | -22.8% |
| 5Y | +5.1% | -69.7% | +74.8% | +8.5% |
| All | +51.2% | +110.9% | -59.7% | +1.9% |
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 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