+3.4%
BSX vs DOCU
-71.9%
+75.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -2.4% |
| 7D | +4.6% | -3.2% | +7.8% | +4.9% |
| 30D | +5.8% | +15.7% | -9.9% | +4.2% |
| 3M | -6.5% | +37.3% | -43.8% | -9.7% |
| 6M | -20.3% | +63.1% | -83.4% | -24.5% |
| YTD | -53.2% | +15.4% | -68.6% | -54.2% |
| 1Y | -54.9% | +11.3% | -66.2% | -55.8% |
| 3Y | -15.0% | +92.1% | -107.1% | -23.1% |
| 5Y | +3.4% | -70.5% | +73.9% | +0.8% |
| All | +3.4% | -71.9% | +75.3% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling